EXPEDIENT SOFTWARE

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Release 03/09/2025 – Finance – Opening Balances on the Profit & Loss Report

In this release, we have updated the Profit & Loss report to consider a site’s opening balances in a custom group.

When the Finance -> Reports -> General Ledger -> Profit & Loss report is run for a time period where a site’s opening balances journal was implemented, the opening balance transactions will be broken out into their own separate group on the report:

NOTE: This group will only appear on sites implemented after 11/06/2025

Updated: September 1, 2025 — 11:18 am
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