Statistics

Display non monetary values on financial reports

Let’s say you want to display some non-monetary values on your financial statements – a common example might be you want to display the number of employees, or ‘headcount’ on your P&L actuals and budgets.

• Go to Accounting / General Ledger / General Ledger Accounts.
• Create ‘GL report Groups’ for any statistical categories you require. For example you might create a ‘Headcount’ GL Report group – then assign that report to the report types (P&L Reports or Balance Sheets) that you want the statistics to appear on.
• Now you can create a GL account for each statistic you want to record. For example a GL account for ‘Admin Staff’ and another for ‘General Staff’ to record the headcount into those categories. Create each one as a GL account and assign them to the GL account type ‘STATISTICS’
• Now you can enter the statistical data for each account;
  • Actual data – just enter a Journal entry for each month to record your statistics. Note that the journals to ‘statistics’ accounts do not need to balance (you would just enter a debit amount for each statistical value but don’t need a balancing credit line)
  • Budget data – just enter the budget values for each month through the ‘Expense Budgets’ area (whether those statistics are related to expenses or not they are all entered through
• The statistical data will appear at the bottom all ‘Profit & Loss’ and ‘Balance Sheet Reports’ (depending on the report type assigned to the GL Report Groups created for the statistics accounts). And of course you can add these to your own Financial Statement format reports