Overview

The top end of your P&L shows the income for your company.  That represents the total sales/income of the company.


Unless there is a specific business reason to keep your profit at an income level, it is best to keep income categories at a level associated with markets or areas of sales, rather than operational centers. Getting profit and loss for work activity is best done through job costing or standard costing based upon hours required to complete the work.


Example to use levels in Income on P&L

The idea is to record income in categories that help you guide your profit and loss for each category. If you run multiple divisions, e.g. Portables, septic pumping, you would break up the income categories by division


  • Division A - Portable Toilets

  • Division B - Liquid waste


Now you expand the liquid waste company and buy a dewatering vehicle and several tanker trucks for gray water. You would then break down the Income by Market within the division to see if the income justified the expenditure for the vehicle


  • Division A - Portable Toilets

  • Division B - Liquid waste

    • Gray waster

    • Residential waste

    • Other


Now you purchase some trailers for your portable toilets so you can offer a full range of offerings for special events. You could then expand your reporting for portables division:


  • Division A - Portable Toilets

    • Special events

    • Construction

  • Division B - Liquid waste

    • Gray waster

    • Residential waste

    • Other


Income reporting needs to be monitored in groupings that you can track to see if a marketing effort or extra equipment has any income producing benefit.


 


Clear Computing Sales Tracking Features

Clear supports many levels of grouping for each line item


  • Market

  • Rate code

  • sales credit

  • Profit center

  • Ledger code

  • County

  • State


We support sales reporting in many groupings, each supporting 100% drill down (to see details) Summaries are selectable by Division and each report sub totals by division when multiple divisions selected. Each sale line item gets default value from site master and can be overridden for specific changes


  • Market

  • Market and type unit

  • Market and general ledger

  • Type unit and market

  • Charge or rate code

  • General ledger code

  • Profit center

  • Unit type and charge code

  • Sales source

  • sales credit



  • Billing type

  • status cod on site

  • Customer

  • Customer and charge or rate code