Greetings, thanks once again for joining us. This is John Grande coming to you from DimeSoft Business Solutions. Once again, I'm thrilled to be talking to you about Acumatica ERP. Today, we are going to be talking to about financial reports and how you can access them and some of the key financial reports that are built into the system. Let's go ahead and jump into the cloud and take a look.
Here we are back inside of Acumatica. Let's go into the financial suite which is where you'll find accounting. We're already here at the Reports tab. Let’s go ahead and take a look at a profit and loss report. In our previous demo for standard reports, we've already run through the key features of this area here. To bring yourself up to speed, I would recommend taking a look at the YouTube video called Standard Reports.
So let’s go ahead and run the profit and loss report by hitting Run Report. You'll see in this column we have our year to date. In the right hand column we have our period to date. Of course, as anywhere in Acumatica, when you see a hyperlink that means you could drill down and get to that area. We're going to explore that in another report in just a minute or two. Let's go ahead and take a look at the report called Profit and Loss by Location. This would certainly apply for anyone who has multiple locations within their company.
We'll run the report. You'll see that now the profit and loss is broken down by locations. We have our Washington location here to the left and just to the right of it our Virginia location. Then the combination of all locations to the right. If we take a look at the profit and loss annual comparison, you notice we have our year to date for this year and last year all in the same section, and then our period to date for this year and last years in the right hand area.
If I wanted to drill down I can go to my sales revenue period to date. You'll see, it actually opened up in a separate tab. So I didn't have to close the other area. Now I have a more detailed report of just my sales revenue for that period. I can drill down to a sub account. This is giving me a better view of the account details. If I even want to go to the journal entries I would just click on the journal entry. Here's the actual transaction.
Let's go ahead and take a look at one last report. We'll close these tabs and we're going to go to Profit and Loss Rolling 12 Month. Here you have all the periods for the last 12 months. Well, that's it for today. Thanks once again for sitting through our demonstration of financial reports inside of Acumatica ERP. If you have any more questions regarding what you saw or about Acumatica in general please feel free to give me a call directly. I'm at 951-928-1990, Extension 212.
I am also accessible by email at firstname.lastname@example.org. Thank you very much and I'll be looking forward to doing our next video together.