Profit and Loss - With % Expense, Income
Key metrics at a glance:
- Year to Date (YTD): Shows the financial performance (Ledger Posting) for the entire year up to the end of the current month.
- % of Sales: Shows the percentage of total revenue that each P&L account represents. It is calculated as (YTD / Total Sales) * 100.
- % of Expenses: Shows the percentage of total expenses that each P&L account represents. It is calculated as (YTD / Total Expenses) * 100.
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 Section | Account Group |
|---|---|
| Revenue | 158 |
| Other Revenue | 159 |
| Cost of Sales | 2 |
| Operating Expenses | 160 |
| Depreciation Expenses | 161 |
| Interest Income | 162 |
| Interest Expenses | 163 |
| Income Tax | 164 |
Filtering
Selection Page:
- Company
- Fiscal Year
- Fiscal Period
- Ledger
- Ledger Type
- Budget
- Mapped Dimension 1
- Mapped Dimension 2
- Mapped Dimension 3