What's new In P&L Account → Formula, you can now select a Total option when using the Account_LY source type. The new Total option appears at sub-category level in the account selection cascade and allows calculations to reference the combined last-year actuals for that sub-category, instead of selecting individual accounts. This makes it easier to build formulas such as...
You can now understand how values in your P&L reports are built up directly from planning report view. This will let you view calculations and explore the data behind each line item without navigating away. What’s new Two new view settings are available in P&L reports: Show formula details in tooltip A calculator icon (🖩) appears next to value rows in standard P&L reports Hovering...
Express planner now enables more accurate labor planning by allowing you to define a separate data source for splitting in-house and outsourced hours. This ensures the labor distribution better reflects your actual staffing structure, while continuing to automate revenue and labor planning. At a glance New key features of the enhancement: Define a dedicated source for splitting labor hours...
Hours and rates maintained in Budget & Forecast can now automatically populate the Staff view in Profit & Loss. Once configured, the Hours and Rate rows in the Staff module are automatically populated, ensuring staffing data in Profit & Loss reflects the latest budget and forecast labor values. What has changed You can now configure the P&L Staff module to automatically...