Author Topic: P/L configuration  (Read 147 times)

0 Members and 1 Guest are viewing this topic.

Offline Christopher

  • Newbie
  • *
  • Posts: 2
P/L configuration
« on: August 09, 2021, 03:12:48 PM »
Producing a P/L report for property let in the past I have found some way of transferring my standard groupings to a new year. Either I have forgotten how or whatever but do I really have to start to configure a new report every year ?

Online ideasguy

  • Administrator
  • Hero Member
  • *****
  • Posts: 6247
  • Just me
    • Ideas for Gardens
Re: P/L configuration
« Reply #1 on: August 09, 2021, 04:27:58 PM »
Hi Christopher

In Bank Genie Pro 6 you don't have to recreate from scratch.

Use the program Business (tab)>P&L Years and Groups-BS409.
This part of the User Guide for that screen explains how to duplicate and create a new P&L configuration for another year:
https://www.bankgenie.net/UserGuide-BankGenie6/409.html#DupGroups

Offline Christopher

  • Newbie
  • *
  • Posts: 2
Re: P/L configuration
« Reply #2 on: August 12, 2021, 05:24:10 PM »
Thank you George,
In dotage I'm losing it !
Anyway I've cracked that for the mean time.

Online ideasguy

  • Administrator
  • Hero Member
  • *****
  • Posts: 6247
  • Just me
    • Ideas for Gardens
Re: P/L configuration
« Reply #3 on: August 12, 2021, 07:04:30 PM »
Its a once in a year thing, so quite easy to forget Christopher.

Glad you managed it OK.