Hi, my old accounts package had a home screen that would show each month of the current financial year and then show sales and purchases each month so at a glance I could see how well the month was going and how well the year was going. Is there a similar report or screen in QuickFile I cant seem to find one?.. example of what I mean is attached (not my accounts, wish it was )
It doesn’t include the VAT, but I came up with something similar using the “custom reports” section:
If you select “months” and then click the bar chart button at the top then you should get more or less what you’re asking for:
Hello @Pictoreal
We don’t have a report that looks exactly like that, but we have one which is somewhat similar. The Segmented Profit and Loss report, which is available to those with a Power User Subscription, gives you a P&L report but based on the time frame you specify - months, quarters or years. Here’s an example I took from our original blog post when we updated it:
It’s a bit more detailed, doesn’t include VAT and not so much an overview, but perhaps it would help?
Hi Ian, well that was quick and its near enough for me, thanks for your help
Thanks Support, I am on the free version at the moment until I get properly moved over to QuickFile, so I will keep hold of the info
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