February 24, 2022
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 😍
Setting it up takes seconds, check out how to below 👇
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.
Identify transactions made by customers for your clients to understand the greater detail they need to optimise their business.
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.
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.
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.
'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!'
'That is great news. Can the P&L also be displayed by customer?'
Still have questions? Get in touch at email@example.com, we’d love to hear from you!