Profit and Loss - Yearly Comparison
Key metrics at a glance
The report shows two time periods:
- Current Month This section compares the Actual results for the month against the Budget for the same month.
- Year to Date (YTD) This section compares the Actual results from the beginning of the year up to the current month against the total Budget for that same year‑to‑date period.
Each time period contains the same three key columns:
- Actual: The real financial results recorded in the system.
- Budget: The planned or expected results for that period.
- % Var: The percentage variance showing how much the Actual differs from the Budget.
Mapping and filtering
Mapping
All the reports in the Profit & Loss section have the same report structure that can be customized based on the Account Grouping of Acumatica. The following mapping needs to be changed accordingly in the Mapping sheet of each report.
| Report section | Account group |
|---|---|
| Revenue | 158 |
| Other Revenue | 159 |
| Cost of Sales | 2 |
| Operating Expenses | 160 |
| Depreciation Expenses | 161 |
| Interest Income | 162 |
| Interest Expenses | 163 |
| Income Tax | 164 |
Filtering
Selection Page
| Financial Period | Ledger | Branch |