Full P&L overhaul
Idea suggested by Kevin Doran 6 years ago
The more I look at the P&L in CB's, the more I think it needs a complete re-jig.
That report in particular forms a fundamental part of the financial aspect of any business, if as an accountant i'm struggling to read it I feel for general users out there.
I've already posted on my first issue https://secure.clearbooks.co.uk/community/ideas/7354/reports-such-as-p-l-and-bs-without-the-month-by-month-breakdown which relates to being forced to view it on a month by month basis. Yes it's great to have the option but a single YTD option would prove valuable. I've just looked at Kasflow, Xero, VT and GNU and they all support a single YTD figure (i'd suspect most do in all honesty). Xero actually comes with a whole host of options as shown below.
My other major gripe with the current report is the way the various subtotals are shown. Again, yes it's handy to have the option to see total salaries, total travel, total communications etc, but to have it forced upon you really makes for difficult viewing at times, especially with the whole monthly clutter.
Oh and of course there's Andy's point re gross profit which is pretty essential https://secure.clearbooks.co.uk/community/ideas/6292/gross-profit-total-in-p-l
To me, the average P&L should be viewable on a single portrait PDF, something that's currently impossible with the current layout.
Example of VT as a point of reference - you don't get much easier to read than that:
PS (added late) Please remove all the 'snazzy' shading too!! ;-)