If you’ve raised productivity targets and want to assess whether they’re leading to improved performance, here are the key steps to take: Steps to Check: Review Live Forecasts: Ensure that all Live Forecasts have been revised, saved, and...
Copying account data from reference This function allows users to copy account data—such as forecast figures or formulas—from one department to another within the Profit & loss module. It is especially useful when setting up a new department,...
How to add an account in Profit & Loss 1. From the Profit & Loss page, go to Tools. 2. Click Account Templates & CategoriesImage description: Tools menu in Profit & Loss3. Download a template.4. Select the template where you want to...
When viewing Reports in the Profit and Loss module, there are several view options. Click on the view options icon, then the pencil under Report Content. Tick the YTD box to see the accumulated WIP forecast from the beginning of the year until...