How to confirm if P&L accounts are pulling the correct data
To quickly check if the revenue shown in your P&L report matches what’s in the Accounts view, and to confirm where the data is coming from (e.g., Budget, Forecast, or Live values), follow these steps: Step 1: Compare Totals Open the P&L report and note the total revenue. Then go to Planning → P&L → Accounts for the same period. Use the filter to show only Revenue accounts to...
