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YTD in Custom P&L

  • Oct 30, 2026 9:09 AM UTC
  • 2 replies
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Semi-Pro I
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Hi, I have created a custom P&L. However, the YTD figures are incorrect. Our period is from April 2026 to March 2027 if that helps. Can you please take a look at the attached RPX file and tell me what needs to be changed to fix this. Thanks heaps!

2 replies

nhatnghetinh
Captain II
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  • nhatnghetinh
  • Captain II
  • Oct 30, 2026 9:59 AM UTC

Hi ​@MarkD 

Take a look at the formula used in the Trial Balance Summary (GL632000) report.
I’m curious why you aren’t using the Report Definitions (ARM reports), as it is specifically designed for creating custom P&L reports.

 

Best Regards,

NNT

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Semi-Pro I
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  • MarkD
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  • Semi-Pro I
  • Oct 30, 2026 10:43 AM UTC

​@nhatnghetinh - it needs to be a report as we need to run this custom P&L via a custom field, so if you look at my RPX, you’ll see a custom field being used as a parameter.

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