Hi
I am trying to create a chart for a tax year o the total sales that starts from zero. I am using the nominal code 4000 in the formula. However, the line charts always starts from the cumulative balance from all the previous years. How do i get it to start from zero. Ideally i’d like to overlay the sales from the previous tax year on top of the current year as well - but i need to solve the zero problem first. any help would be much appreciated!
Hello @Jon_Russ
This is not possible at present as the same function is used for all nominal accounts.
We had an issue previously where customers were running reports on the bank account and it was not taking into account the opening balance giving inaccurate results.
I have asked the development team if it is possible to add an option to “start report at zero” which will hopefully cater for both use cases.
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Hi. I have just created 2 custom reports - one for the P&L and one for the BS. When I run the reports I find that the charts in the P&L report show balance that include all historic activity, even when I use a Preset Date Range. For example, the income on the first day of the current financial year is shown in the chart as £552,000, when it was actually close to zero. The data in the table below is correct. How can I align the charts to show the data in the table? I’ve checked the Year End Process has been completed correctly and this is the case. Also, in the BS chart, I’d like it to show the actual starting balances, not just the daily/weekly/monthly movements. In my opinion, the treatment of historic activity (i.e. prior to the beginning of the selected time period) either should be consistent between P&L and BS custom reports or it should be switched so that the charts either only show in period movements or the P&L report only shows in period movements and the BS report includes historic activity in opening balances.
Hello @MHDTreasurer
I have merged these two threads as they are relating to the same issue.
It has been reported to the development team to review.
As soon as I hear anything back I will post it here.
Thanks. As mentioned, the charts for the bank accounts (Balance Sheet) do not show the opening balances (unlike the P&L charts), just the transactions in the selected period. This is contrary to your response to @Jon_Russ. Ideally, I’d like the Balance Sheet charts to include the opening balance and the P&L charts to only include transactions in the selected period. Thank you.