How to run a Profit and Loss (P&L) Report

Description of Issue
  • Site needs to run Profit and Loss report but is unsure the best Munis program to pull the needed data
  • There is no P&L report listed in Munis
Context
  • Munis all versions
  • General Ledger
  • Reports
Cause

Site needs to pull Expense and Revenue account amounts.

Resolution
  1. Financials>General Ledger Menu>Inquiry and Reports> YTD Budget Report
Additional Information

YTD Budget Report only can pull Expense and Revenue

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