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Profit and Loss - Yearly Comparison

Key metrics at a glance:​

  • Current Year: This column shows the actual financial performance (Ledger Posting) of each P&L account for the current period.
  • Last Year: This column shows the actual financial performance (Ledger Posting) of each P&L account for last year's same period.
  • %: This column shows the variance in percentage from the current period compared to last year's same period. It is calculated as (Current Year Period - Last Year Period / Current Year Period) * 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 SectionAccount Group
Revenue158
Other Revenue159
Cost of Sales2
Operating Expenses160
Depreciation Expenses161
Interest Income162
Interest Expenses163
Income Tax164

Filtering​

Selection Page:

  • Company
  • Fiscal Year
  • Fiscal Period
  • Ledger
  • Ledger Type
  • Budget
  • Mapped Dimension 1
  • Mapped Dimension 2
  • Mapped Dimension 3