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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 and Loss section have the same report structure that can be customized based on the Account Type of Sage 200 Evolution.
The following mapping needs to be changed accordingly in the "Mapping" Sheet of each report.

Report SectionAccount Group
Revenue9
Cost of Sales10
Other Income4
Other Expense2

Selection Page:

  • Company
  • Fiscal Year
  • Fiscal period
  • Branch
  • Department
  • Account Segment 1
  • Account Segment 2
  • Account Segment 3