Skip to content
English
Sign in
  • There are no suggestions because the search field is empty.

Departmental Profit & Loss Statement

How to access Department breakout on the interactive P&L report

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.

  • Click the  to open Accountability side-by-side with these instructions.
  • Click the  to open the full guide.