Fwd: [FWD: profit loss by customer]

Robert L Brush III bobbrush3 at gmail.com
Thu Dec 22 15:31:56 EST 2011


GnuCash does have a little known tagging feature that can, using the
business features, determine profit.  First create a Customer and an
Invoice for that customer to record the income side.  Now, create a
Vendor and a Bill for the Vendor, notice the "Default Chargeback
Customer", this is where you tag the job.  Just start typing it will
autocomplete from all available Customers.  Now on the Bill you enter
the line whatever the charge is for, select the account Expenses:Cost of
Goods Sold (it could be any expense) and the amount, then post the bill.
At this point we have “tagged” the expense.  It gets even better.  Look
in the Reports menu for Business and then Customer Summary. This report
totals everything “tagged” by Customer and displays the total income,
expenses, and the difference, including the %. You can sort the report
by name, profit, expense, or income. You can also select or deselect
expense and income accounts, to enable yet another degree of control, in
the case of Income:Commercial and Income:Residential or whatever the
case may be. There are also the concept of “Jobs” which are yet another
subcategory under Customers, although I have not used this feature. In
the future, these could extend the existing report.

Also on the Customer Summary Report there is an entry for “No Customer”
this is the total of all entries that are not tagged. It can be a useful
indicator of the overall value of the report.

-Bob



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