Questions Report P&L by department and location/segment using sub accounts
Prior to Acumatica in excel I was able to report the P&L by department i.e. operation, administration, finance etc. Also, I was able to report by location/segment on the same report. Currently, the sub account structure does include unique location and department numbers. I am able to generate the P&L by location, but I have to run it separtely using the start/end sub account parameters, but I will like these on the same report, and I am not able to create a report by department.
Any assistance is appreciated.
I agree with Shawn. Seeing an example built in Excel would be helpful. Sounds like maybe you want to see each department as a separate column?
I agree with Bodonna that a Unit Set might be useful here.
But I'm still a little confused about your Account and Subaccount structure, especially the part that you wrote above where "the sub account structure does include unique location and department numbers."
Are the Location and Department built into the Subaccount?