Reckon Hosted Profit & Loss

Barbara Allen-Guthrie

Hi a client wants to see their Profit & Loss without seeing a couple of the expense items on the list which are not running costs but funds put aside for certain items.

How to I remove just those couple of expenses from the report?

Acctd4

Hi @Barbara Allen-Guthrie

Change their account types to “Other Expense” then filter the report Account type accordingly 😊

Otherwise, you can Filter > Accounts & manually select all except those specific ones 😁

Barbara Allen-Guthrie

Thanks Shaz I will give them a try

https://community.reckon.com/discussion/comment/20653030#Comment_20653030

Barbara Allen-Guthrie

https://community.reckon.com/discussion/comment/20653030#Comment_20653030

Hi Shaz I changed the account type for those 4 entries to "Other Expense" but now when I run the normal P&L it does not show up, so that was not ideal.

Is there a way to "Select all" in Modify/Filters/Multiple Accounts and then just deselect the few you don't want?

Reeta

Hi @Barbara Allen-Guthrie ,

Please try the below steps:

1. Modify the P&L report and select Filter tab
2. Choose Account
3. Click the drop-down list
4. Choose the Multiple accounts

5.Click on the very first checkbox and hold down the mouse button

6.While holding down the mouse button, move the mouse downwards so it starts to scroll down the page.

7.Release at the bottom, then you can manually go up and unselect the accounts you do not want

Hope this helps.

Kind regards,

Reeta

Barbara Allen-Guthrie

https://community.reckon.com/discussion/comment/20653039#Comment_20653039

Thank you Reeta, yes that worked for me, I appreciate the help

Regards

Barb

Reeta

@Barbara Allen-Guthrie ,

I am glad to hear that it worked for you.

If you have any additional questions, please do not hesitate to reach out to us.

Kind regards,

Reeta

Kris_Williams

if you do a normal profit and loss directly from the reports list it will show the Other Expenses at the bottom of the Profit & Loss

Barbara Allen-Guthrie

https://community.reckon.com/discussion/comment/20653043#Comment_20653043

Thanks Kris I did a dummy run and have now recreated those funds.