Analyze Profit & Loss window—Ledger view

The Analyze Profit & Loss window allows you to view detailed information about your income, cost of sales, expense, other income and other expense accounts -- known collectively as your profit and loss accounts.

This Ledger view of the Analyze Profit & Loss window provides a list of your income, cost of sales, expense, other income and other expense accounts along with their corresponding amounts.

Field Descriptions

Month

This field displays the month or range of months you selected in the Analysis Selection window. If you selected Last Year’s Actuals Only in the Analysis Selection window, months displayed are from the previous fiscal year. All other selections in the Analysis Selection window will display months in the current fiscal year.

To display a range of months, in the Analysis Selection window, 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 column

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 Dollar 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

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

■	Profit & Loss Statement report

■	Profit & Loss [% Sales Analysis] report

■	Profit & Loss [Budget Analysis] report

■	Profit & Loss [Budget] report

■	Profit & Loss [Last Year Analysis] report

■	Profit & Loss Statement [Spreadsheet] report

■	Profit & Loss [With Last Year] report

■	Profit & Loss [With Year to Date] report

Filters

Click to open the Analysis Selection window, 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

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

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

Dollar

Click Dollar to display the difference, in dollars, between the amounts displayed in the list in the top half of the window in the Ledger view.

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

Percent

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

Sales button

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

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

Net P&L

When the Ledger view is displayed, click this button to display Profit & Loss information in the Graph view.

Close

Click to close this window.

Tips for this window

Related Topics

■	Reviewing financial information

■	Auditing your records