a) Setting >>> Tracking Code (open a code Mar’17)
b) generate a purchase invoice then select the code (Mar’17)
c) when i pay off (Spend Money) again select the code (Mar’17)
d) now i go to Reports >>> Profit N Loss Statement >>> range 01-Mar-2017 to 31-Mar-2017 then select the code (Mar’17)
e) in this report nothing is showing.
i was expecting when i have choose the code for both transaction it will show me the figure.
Firstly, you can only use Tracking Codes for P&L entries such as Purchase Invoices & Sales Invoices.
They are not applicable for Balance Sheet entries so for the Spend Money there is no need for tracking code.
Secondly, if you want the P&L Statement to just show Mar 17 transaction’s, then just use the date range as there is no need to set up a matching month tracking code as that’s just a duplication.
What if you edit the report and keep the dates but remove the tracking code, does it produce anything now.
If not, can you show the following screenshots:
Edit mode of the Purchase Invoice.
Edit mode for the report setup
View mode of the created report.
of the report’s edit screen - where dates and codes are setup