Version: 141130
Printed Report Title:
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Profit & Loss Statement w/
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LY
Report Summary
Standard Profit and Loss statement with prior year comparison
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based on selected range.
New Features
This latest version (Released Dec-2014) includes 2 new features: EBITDA sub-totals and Revenue Comparison Groups.
EBITDA Sub-Totals
GL accounts can be flagged to be excluded from EBITDA sub-totals. (Earnings Before Interest, Taxes, Depreciation & Amortization) Flagged G/L Accounts will appear below the EBITDA sub-totals.
REVENUE COMPARISON GROUPS
G/L accounts can be flagged as part of a "Revenue Comparison Group." This allows you to view a subset of accounts within their own "Mini P&L" separate from the overall report. This is great when you want a filtered look at revenue and expenses that are only associated with a specific part of the business like a restaurant or tap room.
Default Location In OBeer
Base Module: Financials > Financial Reports > OBeer Financials
Reports Module: Reports > Financials > OBeer Financials
*These are the standard default locations. Your locations may be different.
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Typically Used by
Owners, shareholders, Comptrollers and key management would run this to view the total revenues and expenses for given time periods compared to the same time period the
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prior year
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.
Key Requirements
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No specific requirements are needed to run this report.
Tips
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EBITDA Sub-totals are defined in Financials > Chart of Accounts
Revenue Comparison Groups are defined in Administration > Set-Up > Financials > Revenue Comparison Groups
Tips
Assigning a G/L account to a Revenue Comparison Group DOES NOT affect the standard P&L report. All accounts will show on the standard P&L, regardless of whether they are assigned to a Revenue Comparison group.
Parameters "Hide $0 accounts" and roll up summary are both great for a shorter, summary report
Parameter Entry Options
Required:
Start and End dates
Hide $0 accounts - Accounts with no activity will not show on the report
Hide G/L account numbers - Displays account name only
Roll up summary? - Does not show individual G/L account details
Optional:
Select Project
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Division Segment
Show Revenue Comparison Group after Main? (shows a separate mini P&L with only accounts assigned a Revenue Comp group)
Parameter Entry Image
Report Sample Image (standard Report, followed by sample of Revenue Comparison "Mini P&L" )
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Report Sample Image (EBITDAT Sub-total)
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