P&L reporting for only selected accounts?

WSC_Treasurer
WSC_Treasurer Member Posts: 7 ✭
in Reckon One

As a community choir, we have 100+ singers (customers). We run several concerts per year, and a P&L is required for each separate concert. Ticket sales and concert-specific expenses are tracked with appropriately named accounts.

I can find no way to create a P&L report in which I can select only those specific accounts which relate to a particular concert. What am I missing?

Comments

  • WSC_Treasurer
    WSC_Treasurer Member Posts: 7 ✭
    edited May 2021

    Does ANYONE have a solution to this problem? This is a killer requirement for me. If there is no solution in RECKON, I will have to try another vendor. Yet it is readily available in the app Reckon Personal 2018 that I currently use.

  • WSC_Treasurer
    WSC_Treasurer Member Posts: 7 ✭

    Further research suggests the PROJECTS module might do the job.

  • Rav
    Rav Administrator, Reckon Staff Posts: 15,072 Community Manager Community Manager

    HI @WSC_Treasurer

    That's correct, you can report specific projects in your Profit & Loss Report not specific accounts.

    Check out more info on Projects here -

    https://www.reckon.com/au/accounting-software/projects/


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  • damoran
    damoran Member Posts: 2 ✭

    Where do I go in Projects to get detailed list of income/expense, profit/loss detail for a project. I can only find a total amount of Income/ Expense.

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