To quickly check if the revenue in your P&L report matches the Accounts view, follow these simple steps:

Step 1: Compare Totals

1. Go to the P&L Report and note the total revenue.
2. Then open the Accounts view for the same period.
3. Use the filter to only show Revenue accounts — this simplifies the comparison.
4. Check if the total matches the revenue shown in your P&L report.

If everything adds up, you’re all set ✅

Step 2: If Totals Don’t Match

• Check account mappings: Go to Mapping → Accounts and confirm each account is assigned to the correct department/category.
• Look for split accounts: If one account is shared across multiple departments, check the split percentages in the mapping tool.
• Verify imported data: Use the Import Status module to confirm all expected revenue has been imported into PMI.
• Cross-check via Flash Report: over over figures in the Flash Report to see the raw data pulled from PMS/POS systems. Compare with what’s in the accounts view.