Monthly P&L Report

A couple of suggestions:

  1. Please please please add the ability to run the monthly P&L report for a specific period and at least tax years/financial years rather than as currently the previous 12 months. I cannot really see the use of this but I would have though a drop down with 12 months ending MM/YY would be workable.

  2. Not nearly as important: format the CSV Download link (and add other buttons) in a similar style to your other buttons such as the export data button the profit and loss report - reports/profitandloss. See attached image.

Thank you.

Regards

Michael

Have you tried clicking on preset date button, you can get monthly, quarterly, custom and accounting year date ranges, accounting year is particularly important and useful while preparing statutory accounts, also P&L report can be exported to csv and printed to pdf

Hi

Thank you for your reply.

I can get

“monthly, quarterly, and accounting year date ranges”

But no custom date range and the monthly report is only available for the 12 months to the current month. So

05/24
05/23
05/22

and so on.

Not 12 months to 5th April 2024 whcih is what I would like to see.

Regards

Michael

You can enter date ranges, these dates for now are based on your year end setting in qf

Thank you for coming back to me.

Can you show me with a screen grab whow one does this as I must be missing something. I cannot see anywhere on my version of QuickFile where I can enter date ranges for the monthly P&L report at:

https://xxxxxxxxxxx.quickfile.co.uk/reports/segmentedprofitandloss

Please see screen grab attached (redacted)

Regards

Michael

Reports> Profit & Loss> Preset date range> Months, pick any month and then you can see report month by month. Also option to enter date range and export data to excel for further analysis under pivot table

Thank you.

I am afraid that is not what I am after.

My Feature Request is that the segmented profit and loss account segmented by month and showing 12 months as at:

Should show as a minimum the 12 months for the financial year and better still any period selected by the user and then be able to export it.

You cannot do this at Reports> Profit & Loss> All that can be done here is viewing each month month by month.

Thank you.

Regards

Michael