I am trying to do a Profit and Loss report on EOFY 30th June 2020 compared to todays date 4th August
jennifer byrne
Member Posts: 35 ✭
I need this report today. I have done the balance sheet comparison but cannot for the life of me get the P & L report the same
0
Comments
-
Go to reports, financial, profit and loss, previous year comparison. Or open a profit and loss and select modify and tick previous year - down the bottom0
-
I tried that, it does not work. I spoke to support and he said it cannot be done but I think I have done it before. I can do the report with the balance sheet
0 -
Now that I read what you want exactly I agree - it can’t be done. Except to export both reports on relevant days to excel and compare from there0
-
Go to Reports, Company and Financial, Profit and Loss Previous Year Comparison (modify date if necessary to this financial year to date). I tried this and it seems to work.1
-
I am trying to do this again and I have now discovered if I do profit and loss comparison for financial compared to last then the figures in this financial year are as at the current date so all I need to do is change the date under this financial year on the spreadsheet to ie 02- Sep -20. Simples
0 -
Yes but it will be the same date for both years, not 30/6 as well as today’s date0
-
It shows as the same date ie 30.06.21 but the actual figures are as at today 02.09.20 which is what I want. Try it and see. Sure beats having to do a spreadsheet comparion
0 -
Ok I will, glad you were able to get what you wanted0
-
Thanks Kris. I will give my boss the spreadsheet with the date changed instead of printed P & L comparison via Reckon. I have checked the figures and they are all good.
0
Categories
- All Categories
- 6.8K Accounts Hosted
- 10 📢 Reckon Accounts Hosted - Announcements
- 6K Reckon Accounts (Desktop)
- 3 📢 Reckon Accounts Desktop - Announcements
- 1.2K Reckon Payroll 🚀
- 21 Reckon Payroll Help Videos 🎥
- 21 Reckon Mate App
- 18 📢 Reckon Payroll - Announcements
- 3.1K Reckon One
- 7 📢 Reckon One - Announcements
- 11 Reckon Invoices App
- 14 Reckon Insights
- 114 Reckon API
- 830 Payroll Premier
- 325 Point of Sale
- 1.9K Personal Plus and Home & Business
- 73 About Reckon Community