New Features

LivePlan by Palo Alto Software Now Comes with a Capability to Add Historical Profit & Loss Account

Patrick San Jose (Palo Alto Software)

There is now a Profit & Loss statement available in the Dashboard where you can view your actuals. 

​You can use the “Overall” view  which will give you a standard breakdown table format, and this view will display actuals compared to forecast and previous period/year for your selected date range. You can also view by “Month” which will display your actuals by month for your selected date range. You can also view by “Class” if you use Quickbook’s Online and have classes enables (not shown in the screenshot above). This view will display actuals segmented by class for your selected range. 

The Balance Sheet and Cash Flow Statements are both on the roadmap to be added to the Dashboard in the future. Let me know If you have any follow up questions or if you have any feedback about the feature.

Best regards,

Patrick San Jose

Palo Alto Software, Inc
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