Departmental Profit & Loss Statement

Department breakout on the interactive P&L report

Last Updated April 8, 2024

What is it? 

Our interactive Profit & Loss Statements report now includes an option to break out your billing, revenue, and expenses by Department.  

Why does it matter? 

This gives agencies on-demand access to departmental P&L with the ability to drill down into the underlying transactions without running multiple reports. 

How does it work?

This enhancement is part of the existing interactive Profit & Loss Statements format.

1. Navigate to Accounting > Profit & Loss Statements.
2. Select the relevant request filters. If you have multiple offices, you can run this by office or for all offices.  
3. Check the option to have a Separate Report for Each Department? This option is available for the following Column Formats: 
   
   1. Monthly 
   2. Month & Year To Date
   3. Variance   (for budget vs actual reporting)
   4. Last Year Comparison
   5. Annual Comparison
   6. Comparison to Budget & Last Year
   7. Actual Plus Budget
   8. Consolidation