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.

Tip: Click the calculator icon next to any account in the Accounts view to open the Source Definition. This will show you exactly which department or source system the data is pulled from — great for spotting mismatches.

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.