The Consolidated Profit and Loss (P&L) report provides an overall financial overview, combining sales, expenses, and income across branches in Accoxi.
A Consolidated Profit and Loss (P&L) report provides an overall view of the financial performance of an organization by combining and summarizing the profit and loss information from various business branches. This report helps stakeholders analyze the comprehensive profitability of the entire entity, presenting a consolidated view of revenue, expenses, and net income.
In Accoxi, the Consolidated Profit and Loss (P&L) report offers a comprehensive overview of the financial details across all branches within an organization. It includes information on total sales, cost of goods sold, margin, expenses, and income for all branches. To access this report, navigate to the Head Office (HO) section under the report module.
MENU AVAILABLE IN CONSOLIDATED P AND L REPORT
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Field |
Description |
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Customize |
The user has the flexibility to tailor the report data by clicking on this button. Data filtration is possible based on the date period. In the filter window, the user can input the starting and ending dates to customize the data according to the specified date range. |
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Export to Excel |
By clicking this button, users can export the report to Excel. |
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Export to PDF |
Clicking this button allows the user to export the report to PDF. |
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This button enables users to print the consolidated P and L report. |
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To send the report via email, simply click this button. The report in PDF format will be attached to the email, and you can input the recipient's email address, CC address, subject, and any additional details for the email. |
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Pagination |
The pagination control offers the capability to navigate from one page to another. |
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Exit |
Clicking the 'Exit' button allows the user to exit from the report. |
DATA AVAILABLE IN CONSOLIDATED P AND L REPORT
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Field |
Description |
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# |
The symbol '#' represents the number of lines in the given context. |
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Branch Name |
The branch names are listed in this column. |
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Sales |
The total sales made during the selected period for the particular branch are displayed in this column. |
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COGS |
The total cost of goods sold during the selected period for the particular branch is displayed in this column. |
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Margin |
The profit earned during the period within the branch is specified here. The margin is calculated by subtracting the cost of goods sold (COGS) from the sales amount. |
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Expense |
The total amount of expenses incurred during the period within the branch are mentioned here. |
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Income |
The total income earned during the period within the branch is mentioned in this column. |
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Total |
The Total field displays the overall sum of sales amount, cost of goods sold (COGS), margin, expenses, and income across all branches. |