Fields in this window
Analyse Profit & Loss window - Ledger view

Window Overview | Fields in this window | To find this window


Month

This field displays the month or range of months you selected in the Analysis Selection window (Analyse Profit & Loss). If you selected Last Year's Actuals Only in the Analysis Selection window, months displayed are from the previous financial year. All other selections in the Analysis Selection window will display months in the current financial year.

To display a range of months, in the Analysis Selection window (Analyse Profit & Loss), click the first month in the range and then, holding down the mouse button, move the arrow over the months until you have selected the range of months you wish.

List of accounts

The list displays the income, cost of sales, expense, other income and other expense accounts in your accounts list.

Use the Up and Down buttons at the bottom of the window to select the account levels you wish to see in this list.

List of amounts

The list displays the amounts associated with each of the accounts in the list on the left side of the window.

The names of the columns and the amounts that appear in this list depend upon the selections you made in the Analysis Selection window.

Difference

The difference column appears only if you selected Actuals vs. Budgets or This Year vs. Last Year in the Analysis Selection window.

The information appears as amounts (if you click the Amount button below) or percentages (if you click the Percentage button below) and is associated with each of the accounts in the list on the left side of the window.

The Difference column displays the amount or percentage difference between Actual and Budget or This Year and Last Year, based on the selection you made in the Analysis Selection window.

Print button

Click the Print button to print one of the reports below. The report will reflect the information displayed in this window.

Profit & Loss
Profit & Loss [% Sales Analysis]

Profit & Loss [Budget Analysis]

Profit & Loss [Budget Spreadsheet]

Profit & Loss [Last Year Analysis]

Profit & Loss [Spreadsheet]

Profit & Loss [with Last Year]

Profit & Loss [with Year to Date]

Filters button

Click this arrow to open the Analysis Selection window (Analyse Profit & Loss), where you can change the type of information that's displayed in this window.

Up and Down buttons

Use these buttons to indicate which level of accounts you wish to view.

Ledger button

Click the Ledger button to return to the Ledger view from the Graph view.

This button appears only if you've selected This Year's Actuals Only, Last Year's Actuals Only or Budgets Only in the Analysis Selection window.

Amount button

Click the Amount button to display the difference, in pounds sterling, between the amounts displayed in the list in the top half of the window in the Ledger view.

This button appears only if you selected Actuals vs. Budgets or This Year vs. Last Year in the Analysis Selection window.

Percent button

Click the Percent button to display the difference, as a percentage, between the amounts displayed in the list in the top half of the window in the Ledger view.

This button appears only if you selected Actuals vs. Budgets or This Year vs. Last Year in the Analysis Selection window.

Sales button

Click the Sales button to display the amounts displayed in the top half of the window as a percentage of sales in the Ledger view.

This button appears only if you selected Actuals vs. Budgets or This Year vs. Last Year in the Analysis Selection window.

Net P&L button

Click the Net P&L button to display Profit & Loss information in the Graph view.

Close button

Click this button to close this window.