Skip to main content

Notifications

Microsoft Dynamics GP (Archived)

How to Generate a new Profit & Loss Report

Posted on by Microsoft Employee

My company started April 1 2015 so I only had 1 P&L in the listing and it has disappeared.  How do I generate a new one?

TY

Mart

*This post is locked for comments

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: How to Generate a new Profit & Loss Report

    Ended up calling out partner and they fixed this for me.

    TY

  • Suggested answer
    Redbeard Profile Picture
    Redbeard 12,931 on at
    RE: How to Generate a new Profit & Loss Report

    It sounds like you're using Financial Statements within Dynamics GP and not Management Reporter, which is why people are asking for more information. In order to create a a financial statement for a different year, you'll need to go to Financial > Quick Financial and select the Balance Sheet report and set the year to the current year and save it.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: How to Generate a new Profit & Loss Report

    When we were under my old company I would just copy the previous years report and change the dates/  I have no previous year as the new company began Apr 2015.

    The P&L does not exist.  I go to Financial/Financial Statements click on Reports and the only thing there is the Balance Sheet.

  • soma Profile Picture
    soma 24,406 on at
    RE: How to Generate a new Profit & Loss Report

    Could you provide more detail?

  • Bill Campbell Profile Picture
    Bill Campbell 22,647 on at
    RE: How to Generate a new Profit & Loss Report

    Can you please provide a little more detail.  Maybe you can post a screen shot of the window from which you are trying to create the P&L

    Typically you either Management Reporter or Advanced Financial to gather the details and prepare the report you are mentioning, but, there are a number of ways that partners may have created for you, so, post back some more details and the community will assist.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

November Spotlight Star - Khushbu Rajvi

Congratulations to a top community star!

Forum Structure Changes Complete!

🔔 Be sure to subscribe to the new forums you are interested in to stay up to date! 🔔

Dynamics 365 Community Platform update – Oct 28

Welcome to the next edition of the Community Platform Update. This is a status …

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,134 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 229,928 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans