Accounts Profit and Loss Accounts Tree Tab

For the Other Action Menu options (press F9 or ) see Accounts Other Actions Menu.

The Accounts Tree tab allows users to compare the information by nominal nodes as set up in [ Accounts |Nominal Accounts | Nominal Accounts ] tab. The Accounts Tree tab contains two areas:

Date Range: the date range for the information you wish to view.
Weeks, Months, Years: view the data as months or weeks or years.
Compare with:
- First value: compares each value with the value in the first week (month or year) column as:
  - A: Actual
  - PA: Past Actual
- Previous range: compares the value with the value in the previous week (month or year) as:
  - S: Sales
  - PS: Past Sales
- The % is the Percent of Sales in this period versus this nominal node's value.

Levels: these are the levels in the nominal nodes, level 0 being the bottom level
Nominal Classification: filters by nominal classifications.

Note: The Go button must be pressed after changes to the controls and filters.

This grid displays information and there is no context menu. The column headings are:

Node Name: name of the node as defined in [ Accounts |Nominal Accounts | Nominal Accounts ] screen.
Week/Month/Year: the columns listed as per the date range and the choice of weeks, months and years. The number of columns displayed will depend on these settings.
Total: the total for each line.

Send to Notepad: allows the export of the data so that it can be imported into a spreadsheet for example Excel, see How To: Export the Profit and Loss by Node Analysis.
Notes:
1. Do not try and import the .csv file into Excel, instead, save as a .csv and then double-click the file and open WITH Excel.
2. Rows and columns need to be expanded to display all of the content

See Also