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Finalization of the P&L report

P&L report designer block. Is it possible to add a setting to it, in which it will be possible to specify the costs from which processes should be displayed in the report as a separate line? These costs are taken into account in the total amount and, at the same time, the amount for these processes is deducted from one of the categories (also specified in the settings). That is, you need a multi-setting with a choice of process (multi-list) and from which category to subtract
Original question is available on version: ru

Answers:

What exactly do you mean by cost?
In general, it is desirable to indicate the calculation logic using the example of the same report and processes
19.11.2021, 16:22
Original comment available on version: ru

There is a setting Category of payments for Fixed expenses, you need to add a setting for processes, the amount of which will also be taken into account in fixed expenses + you need to set from which category the amount of these processes should be taken away, since the costs of these processes are paid along with other expenses.
For example:
There are categories of payments:
1. Purchasing from suppliers.
2. Other expenses.
The expenses for the 1st category are UAH 85,000, and for the 2nd category - 15,000 UAH. The total amount of expenses is 100,000 UAH
There are 2 processes:
- Task 1.
- Task 2.
The sum for all BP processes Task 1 - 15000 UAH, for the BP processes Task 2 - 5000 UAH.
The report should show:
1. Costs for Task 1 - 15000 UAH
2. Costs for Task 2 - 5000 UAH
3. Expenses for the category Purchase from suppliers minus expenses for Task 1 minus expenses for Task 2 - UAH 65,000
4. Expenses by category Other expenses UAH 10,000
5. The total amount of expenses is 100,000 UAH
20.11.2021, 10:37
Original comment available on version: ru

It is in the "P&L" report or in the "P&L by processes"?
In the second, there is already a setting for processes
23.11.2021, 17:04
Original comment available on version: ru

If you add such a setting to the "P&L" as described, how long will it take?
29.11.2021, 18:23
Original comment available on version: ru

I understand correctly that you need to add 1 more section to expenses in the P&L report, in which to display outgoing payments for the business processes specified in the setting (each BP is a new line)?
30.11.2021, 11:02
Original comment available on version: ru

Payments should not be taken into account, but the amount of the process. The bottom line is that there are no payments in these processes. Payments for these processes are in orders to the supplier, but in the report I would like to see in a separate line how much was spent on these processes.
01.12.2021, 13:58
Original comment available on version: ru

The "P&L" report displays data on a monthly basis, do you need to take into account the processes that were closed in a given month or otherwise?
01.12.2021, 14:18
Original comment available on version: ru

that were closed this month
06.12.2021, 12:22
Original comment available on version: ru


OK. Need an account.
10.12.2021, 18:47
Original comment available on version: ru

Boxing is not on OS, can it be finalized?
10.12.2021, 18:54
Original comment available on version: ru



Tkachenko Roman Anatolievich wrote:
OK. Need an account.

invoice for 6 hours?
14.12.2021, 11:41
Original comment available on version: ru

There is no confirmation yet. Tomorrow I will unsubscribe or close the ticket.
In any case, thanks for the answer)
14.12.2021, 13:02
Original comment available on version: ru

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