We are a service providing company and deal with different clients. Using the manager how can I compute the P&L for each client? Thanks
You could use Tracking Codes - read here. Just interchange Division for Client
Tracking codes allow you to track income, expenses and profitability by division. Let’s say you have three divisions: Alfa, Beta and Gamma.
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When you record income, you will be able to select which division the income should be allocated to.
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The same applies to expenses. If an expense should be spread across multiple divisions, you can split the expense to allocate the appropriate amount to each division.
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To see income, expenses and profitability by divisions, go to …
Jon
June 22, 2016, 10:52pm
3
This has been requested several times, including in my post here , but this hasn’t make it into @Lubos ’s roadmap. Perhaps once the enhanced Custom Reports functionality is released, we’ll be able to produce such a report ourselves.