Profit & Loss of Document Report

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Profit & Loss of Document Report

This report shows profit/loss of each document and its details.


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Basic Filter

Date Range: define the date range from and to.

Debtor: choose either No filter, Filter by range or Filter by multi-select


Report Options

Group by: choose one of the following options: Debtor Code, Debtor Type, Sales Agent, Currency Code, Area, Date, Month, Year, Document Type, Sales Location.

Sort by: select either sort by Document No. or Document Date.

Show Detail: to show the detail items

Show Criteria in Report: to show selected options in report


More Options


Filter Options

Sales Agent: choose either No filter, Filter by range or Filter by multi-select

Area: choose either No filter, Filter by range or Filter by multi-select

Debtor Type: choose either No filter, Filter by range or Filter by multi-select

Currency: choose either No filter, Filter by range or Filter by multi-select

Project No: choose either No filter, Filter by range or Filter by multi-select

Department No: choose either No filter, Filter by range or Filter by multi-select

Sales Location: choose either No filter, Filter by range or Filter by multi-select

Cancelled Status: choose Show All, Show Cancelled or Show Uncancelled. Include filter by Invoice, Cash Sale, Debit Note, Credit Note and POS.

Invoice: check to include Invoice document, choose either No filter, Filter by range or Filter by multi-select.

Cash Sale: check to include Cash Sale document, choose either No filter, Filter by range or Filter by multi-select.

Debit Note: check to include Debit Note document, choose either No filter, Filter by range or Filter by multi-select.

Credit Note: check to include Credit Note document, choose either No filter, Filter by range or Filter by multi-select.

POS: check to include POS document, choose either No filter, Filter by range or Filter by multi-select.

Inquiry: to refresh and show the result of filter options and report options.

Preview: to preview report to be printed

Print: to select printer and print report

Hide Options: to hide the Options portion so that the screen has more space for details. Click on Show Options to show it again.

Close: close the screen


Click on Preview

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Go to menu

IconAcc20.PNG AutoCount Accounting 2.0


IconAcc188.PNG AutoCount Accounting 1.8 / 1.9
Wiki-Payroll.png AutoCount Payroll
Wiki-POS.PNG AutoCount POS
Wiki-AOTG.PNG AutoCount On The Go
Wiki-Accounting-Plugin.png AutoCount Accounting Plug-In Documentations