Display Your Reports by Class (and more) in LiveFlow 🚀

We’re excited to share a new update based on your feedback! You can now display your P&L, Balance Sheet, and Cash Flow reports by Classes, Products/Services, Locations, Suppliers, and Employees 😍

How does this work?

Setting it up takes seconds, check out how to below 👇

1. Open LiveFlow in your Google Sheet
2. Go to Create report
3. Click ‘Display columns by’
4. Choose and select from Classes, Products/Services, Locations, Suppliers, and Employees

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Here are 5 ways you can use this to drive value for your clients:

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1. Class based P&L

If your clients split their income/expenses by class then this one’s for you! View your P&L by class and identify where each transaction belongs to group.

2.Customer based P&L

Identify transactions made by customers for your clients to understand the greater detail they need to optimise their business.

3. Departmental P&L‍

View your P&L by department (i.e. marketing, sales, ops, engineering etc) and help your clients get a better understanding of performance metrics by department.

4. Location based P&L‍

If your client has businesses in different locations, they’re most likely going to add their expenses into different classes. You can now distinguish between different classes and run individual P&L’s to compare performance.  

5. Area based P&L

Maybe your client has stores in different states/regions, no problem! You can run your P&L by area and compare the reports to give a breakdown by area performance. 

Here's what our customers had to say 👀

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'This is excellent! We have several clients that split out their income/expenses by class and being able to specify which class each transaction belongs in is huge. And being able to group vendors will help when we're doing taxes. Thanks!'

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'That is great news. Can the P&L also be displayed by customer?'

Yes it can! Try out our Google Sheets Add-on for free here.

Still have questions? Get in touch at founders@liveflow.io, we’d love to hear from you!