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Gayani1's avatar
Gayani1
Contributing User
4 years ago

Financial reports showing catogories - Account Right

Hi,

I have created tracking catogories and now wants to create financila reports, ie profil and loss, balance sheet etc.

I tried to trial this with demo file Clear Water, but I cannot seem to find it there.

Thanks heaps in advance.

  • Steven_M's avatar
    Steven_M
    4 years ago

    Hi Gayani1 

     

    The category reports designed to show the amounts per individual category. For example, if you have Category#1 and Category#2, you would be able to run a Profit and Loss for Category#1 and then a Profit and Loss for Category#2.

     

    To directly your answer your question running the Category Profit & Loss report will show that information as it will show the Total Profit & Loss for Category A then on the same report show a Total Profit & Loss for Category B. Note: The total is the Total Profit & Loss for the category for the financial year, not the overall lifetime category amounts. 

  • Gayani1's avatar
    Gayani1
    Contributing User
    4 years ago

    Thank you so much Steven. May I also know how to pull out reports with catogories that i've created.

    I have a desk top version 2020.3 and find it hard to extract a report.

     

    Kind regards,

    Gayani

  • Steven_M's avatar
    Steven_M
    Former Staff
    4 years ago

    Hi Gayani1 

     

    Category reports are available through the Index to Reports>>Accounts - Categories section:

    • Gayani1's avatar
      Gayani1
      Contributing User
      4 years ago

      Thanks,getting there.  How do you tie this with your financial reports? for eg. I have two branches A & B, and want to see my profit and loss report in the format of- Total, branch A, branch B. Is this possible?

      • Steven_M's avatar
        Steven_M
        Former Staff
        4 years ago

        Hi Gayani1 

         

        The category reports designed to show the amounts per individual category. For example, if you have Category#1 and Category#2, you would be able to run a Profit and Loss for Category#1 and then a Profit and Loss for Category#2.

         

        To directly your answer your question running the Category Profit & Loss report will show that information as it will show the Total Profit & Loss for Category A then on the same report show a Total Profit & Loss for Category B. Note: The total is the Total Profit & Loss for the category for the financial year, not the overall lifetime category amounts. 

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