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Post Info TOPIC: Sage Instant Accounts P & L Report to show profit % ??


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Sage Instant Accounts P & L Report to show profit % ??
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Hi there - does anyone know if it's possible in Sage to get the P & L report to show the profit % ?

I'm using Instant Accounts.

Thanks

 



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Victoria

"It's not what you earn, it's what you spend"



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In all my years of using Sage, that's not something I've ever tried to do. I've always transferred P&L figures into a spreadsheet so that clients can see a month by month comparison - which itself has the necessary calculations to show the gross profit margin percentage for each month (and the YTD).

I suspect the answer is no anyway - and a (very quick) look at how the report is defined would seem to indicate I'm correct. The way the report is set up doesn't appear to lend itself to identifying the figures necessary to work out the percentage. AFAICS, what it does is list the lines in each category (as defined in the COA), keeping a running total of those lines, which is then displayed - and that, too, is then added to the overall running total, which is the profit so far for the report.

That means that when it reaches the point where the gross profit is printed, the total of the first category - sales, or income - is already gone, having been replaced by the total of the second category, and that's already been added to the overall total in order to get the gross profit figure in the first place.

I hope that makes sense. It does to me, but I'm as well as this stuff, I'm also a programmer/geek/fluent gobbledegook speaker.

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Vince M Hudd - Soft Rock Software

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Trojan1970 wrote:

Hi there - does anyone know if it's possible in Sage to get the P & L report to show the profit % ?


Line 50 has a budget report that shows profit ratios alongside the profit and loss account figures.  I don't know whether this report is available in Sage Instant.



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Pearce & Co - Chartered Accountant and Chartered Tax Adviser 

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These comments are outline only and are not a substitute for specific professional advice.



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I have several versions of Instants on my Laoptop and none of them show the % on the P & L.

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Amanda



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Thanks All. My client's father is an ex Finance Director and grills my figures and methods every month. I'll just have to tell him politely that it's not an option!

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Victoria

"It's not what you earn, it's what you spend"



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For % go to company-> financials->variance

You can produce budget report from there.
Instant Accounts copies figures from previous year but you can adjust them manually in nominal ledger to reflect your budget. The budget report gives you % ratio of your p&l.

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