Need Help!

Question asked by Edward Ridding 1 month ago

I've use Clear Books for 3 business I own and I use the "Profit and Loss" report for my monthly management accounts etc.

However one of my businesses isn't reporting as I expect. My business partner set it up and I think it's an error in reporting codes.

For instance our annual sales are £500k+ but the monthly sales/revenue in the profit and loss report just don't add up to this.

Can anyone help? My business partner has spoken with clear books but it just seems to have confused the issue!

Thank you

1 Reply

Hi Edward,

I have taken a look and can see there are several bills that are coded to the Revenue account which is causing the issue. In this case, you can bulk edit the account codes of these bills by heading to Purchases > Bulk Edit > Filter by bill type and revenue for the account code.

I have also raised a task with our Developers to restrict the ability to select Revenue as the account for purchase stock items once they have been disabled from the Purchase Ledger.

Tommy

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