Profit & loss account, source definition – Account_LY now includes Total option

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 percentage-of-last-year calculations without maintaining separate aggregate accounts.

Image: Accounts_LY with Total as an option

Benefits

  • Simplifies last-year based account calculations
  • Reduces the need for manual aggregate accounts
  • Makes formula setup faster and easier to maintain

Notes

  • The Total option is only available for the Account_LY source type
  • The current-year Account source type remains unchanged

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