Budget - Profit & Loss

This report is accessible from Polygon Back Office > Reports under the Budgets heading.  

It is used to deliver data entered in the Chart of Accounts Budget File, for ledger account types: Revenue, Cost, Expense.

Report criteria explained:

•Department selection - <All> will include multiple departments if applicable, or select one Department to include in the report;

•Financial Year selection - only financial years with budget data configured will be available for selection;

•From month/To month - defaults to full financial year, select months to narrow the reporting scope;

•Print zero balances - report will list all account names, even if no budget data has been entered;

•Print consolidated - tallies budget data for all Departments

Information fields reported include:

oTotal Budgeted Revenue

oTotal Budgeted Cost

oBudgeted Gross Profit

oTotal Budgeted Expenses

oBudgeted Net Profit/Loss

See Also:

Polygon Back Office > Chart of Accounts Budgets

Reports > Polygon Back Office

Reports

Polygon Back Office Introduction