Release Notes for Profit & Loss Reports

Jennifer Kelly

Updated December 15, 2021 13:46

We will shortly introduce the ability to translate foreign currency company files on consolidation.

BI4 GL Profit & Loss II
- Improved P&L subtotalling by Account-Type including Gross Profit subtotal
  Use the Account-Type dimension to group by and this will automatically add subtotals for
  Income | COGS | Gross Profit | Expenses | Operating Profit/(Loss | Net Profit/(Loss)
  Learn more - Profit & Loss Reporting - Getting Started
- Added new Group by Types including showing Headings and Totals
  In addition to Totals on Top and Totals (at bottom) see new Group by Types
  Headings and Totals or Headings and Summary
  Learn more - Add Multiple Subtotals - Group by levels
- Added ability to create a hierarchy of Xero Tracking Category Options
  As there is no way in Xero to group Tracking Category (TC) Options together we have added this into BI4cloud. Simply name TC Options within Xero with the same prefix followed by a dash (-) or colon (:) to be able to group all TC with the same prefix together.
  Learn more - Xero : Tracking Category Hierarchy
- Added breakdown of Actuals into Income, COGS, Expenses summary dimensions
  Now able to produce very powerful Summary Divisional P&L monthly and by other dimensions:
  - - QuickBooks - by Class, Location or Customer
    - Xero - by Tracking Categories
    - MYOB - by Job or Job Header

Note: The information in the past release notes may have been superseded by subsequent release notes.