Accounting Ideas

A summary Report which lists the Net Profit/Loss by each Transaction Analysis Type

My organisation uses Transaction Analysis codes to mirror the structure of financial reports to the Board. Currently I have to run separate Comparative Profit & Loss reports filtered by a single Transaction analysis code and manually consolidate the results to create Board Reports. If I had a version of the Comparative P&L Report which displayed a row for the 'Net Profit / Loss' for each Transaction Analysis code with totals at the foot of each monthly column, I estimate that it would save roughly two days per month

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  • Nov 23 2022
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