Unfortunately, it is not currently possible to produce a profit and loss summary from previous financial years in Dimensions.
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A request has been raised with the Dimensions development team to request that functionality is considered for addition in a future release of Dimensions - please note that a request for a function does not guarantee inclusion of that function. If you would like to have your company added to the list of clients requesting this functionality, please raise a new case online and reference the title of this article.
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Is is also possible to create a custom crystal report for your organisation that would contain this information. If you would like to have a custom report written for this, please contact your account manager of CSM who can arrange this for you.
Produce a profit and loss summary for previous years
Updated over 3 weeks ago
