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Profit and Loss - Basic

This report includes a classic trial balance format that includes Month to date and Year to date.

Key metrics at a glance:​

  • Month to date: This column shows the financial performance (Ledger Posting) for the current month.
  • Year to Date: This column shows the financial performance (Ledger Posting) for the entire year up to the end of the current month.

Mapping and Filtering​

Mapping​

All the reports in the Profit & Loss section have the same report structure that can be customized based on the Account Grouping of Acumatica.
The following mapping needs to be changed accordingly in the "Mapping" Sheet of each report.

Report SectionAccount Group
Revenue158
Other Revenue159
Cost of Sales2
Operating Expenses160
Depreciation Expenses161
Interest Income162
Interest Expenses163
Income Tax164

Filtering​

**Selection Page:

  • Company
  • Fiscal Year
  • Fiscal Period
  • Ledger
  • Ledger Type
  • Currency
  • Mapped Dimension 1
  • Mapped Dimension 2
  • Mapped Dimension 3