Zavanti ERP allows for three open financial years at any one time. Should a user wish to reprint a Profit and Loss for a closed financial year, they will need to print the report using the following steps instead of the standard profit & loss report method as the information will be based on GL Journals rather than current profit & loss figures.
This guide has been created to step users through printing the Profit & Loss report for closed financial years.
1. In the General Ledger module, click on Reports > Profit and Loss
2. Tag the company the report is to be processed for by clicking in the box on the right hand side of the company name
3. The boxes in the top left hand corner will become enabled, click on the Src Cod button
4. Click the Set All button
5. Scroll down and find the line with a Source Code of “CLSYR” and untag it
6. Press OK to save the selection
7. In the Values to Use area select the “GL Journals” option
8. Ensure the rest of the information is correct e.g. period ranges, consolidation options
9. Print the report