How long does it take you to create a P&L for your current FileMaker based invoicing system?
How long does it take you to create a P&L for your current FileMaker based expense tracking system?
How many steps does it take you to create an accurate P&L statement?
If the person that compiles your P&L is not available, what do you do?
HOW ABOUT CHOOSE A MONTH,
CHOOSE A YEAR,
HIT A BUTTON
AND
DO IT YOURSELF!
=======================================
FINALLY, there is a FileMaker template that allows you to link up to whatever FileMaker created sales and expense tracking system you have and run your reports with ease! That’s right, all you need to do is define a few relationships from Profit and Loss 2.0 to your new system (and possibly create a new field or two) and you are in business!
BUT WAIT, THERE IS MORE!
Another thing that Profit and Loss 2.0 will allow you to do is select up to 20 different expense you want to track. These selections can be record specific and changed in an instant and ran again! These selections can be changed without altering a relationship, editing a script or even opening the define fields dialog box to change a field. The only disclaimer is that the name of the expense you want to track needs to match the category of the expense you have entered.
BUT WAIT, THERE IS STILL MORE!
How would you like to drill down from a finished P&L? If a particular expense category seems too high or too low, simply click on it’s title to drill down to a listing of those particular records. Now this will probably require you to create up to 25 scripts in the databases you are linking up to and then editing the links provided for you in Profit and Loss 2.0. This might take you about 2 minutes per script so you should be done in a hour or two. Complete instructions will ship with the registration of Profit and Loss 2.0.
Version 2.0 now ships with the Interactive Do button found on almost every layout. You make a choice from the pop down menu, then click the “Do” button and it does. This is great for folks that want to add a list of macros that can work across the entire database system or unique to a particular screen. Editing does require registration and ownership of a copy of FileMaker Pro by FileMaker Inc.
ORDERING PROFIT AND LOSS 2.0
To integrate this ease of use reporting into your FileMaker Pro based solution, you will need to purchase a registered version. This costs only $50 and includes a totally open version of Profit and Loss. You can enter in your registration information on any one of the Profit and Loss 2.0 data screens by clicking the Register button.
This template is distributed as shareware. The template is totally open with the exception of access to field definations, scripting and relationships access. If you would like full access to this database, please send $50.00 to LeSaux Media Services. Details and registration form can be found by clicking the Register button on each Profit & Loss database screen.
LeSaux Media Services
2250 Ridgepoint Drive
Suite 1007
Austin, Texas 78754
Telephone (512) 443-7311
Email Address - products@lesaux.com
Web Page - http://www.lesaux.com
=======================================
Profit and Loss 2.0 is a FileMaker template that allows you to link up to whatever FileMaker created sales and expense tracking system you have and run your reports with ease! It uses a modular set of scripts, fields and relationships so you can link it to almost any FileMaker designed system. In this document we will explain how to use Profit and Loss to the already linked example files. We will start with the buttons, then the interactive pop down list, then the navigation TABs and the elements on those TABs.
AFTER PURCHASE AND REGISTRATION
You will get complete documentation on how the linking fields, relationships and scripts work their magic. You will also get a description of the fields you will need to create in your systems and last but not least.... full unlocked copies of all the databases that ship with the demo version. You will be able to take these apart and look inside to your hearts content. However, do not change the names of existing fields, relationships, files or layouts. This can break the logic behind scripts and calculations.
ABOUT THE BUTTON BAR
A button bar is available on the top of each Profit and Loss screen. The selection are New, Delete, Find, List, Print, Invoices, Expenses and Register. Most of these require no further discussion except possibly the last three. Invoices goes to that module in list format. Expenses goes to that module in list format. When you register the database, you may Register goes to a screen where you can enter in your registration information for purchasing this product.
INTERACTIVE DO POP DOWN LIST
To the right of the button bar, you will see the Interactive Do area. The instructions are simple. You make a choice from the pop down menu, then click the “Do” button and it does. This is great for folks that want to add a list of macros that can work across the entire database system or unique to a particular screen. Editing does require registration and ownership of a copy of FileMaker Pro by FileMaker Inc.
DRILL DOWN DETAILS
Another nice feature of Profit and Loss 2.0 is the ability to drill down to examine the records that make up one of the totals. If the total for an income or expense area is greater than zero, you can click it’s name and drill down to the individual records in the related file. For example on the test record, you will see an advertising expense of $55.60. Click on the words “Advertising” to see each individual records that made up that total!
Checking out the specific screens are done by clicking the TABs underneath the button bar.
PROFIT AND LOSS TAB (for viewing)
Clicking the first TAB titled “Profit and Loss” takes you to a screen that allows you to see totals for sales, returns, bad debts, expenses and their combined overall totals (which is basically the total of combining various totals). This screen is for viewing records only. You can see for which period of time the report was run for, who ran the report and the actual date the report was run. Another nice
AUTO MONTH TAB (for capturing information)
Clicking the second TAB titled “Auto Month” takes you to a screen that allows you to select the totals for each field for a particular month and year. This will then go out to the linked databases and capture the appropriate totals and display them on an individual record here. The data is not “related” to the associated files. They will not update if the information is changed in that file. Instead the totals represented are a snapshot
AUTO YEAR TAB (for capturing information)
Clicking the third TAB titled “Auto Year” takes you to a screen that allows you to select the totals for each field for a particular year. This will then go out to the linked databases and capture the appropriate totals and display them on an individual record here. The data is not “related” to the associated files. They will not update if the information is changed in that file. Instead the totals represented are a snapshot
Clicking the fourth TAB titled “Define Exp” and takes you to a screen that allows define the names of the expenses you want to capture. The names of the expenses has to match perfectly the names of the individual expenses in your expenses module. This is key to building the expense total capturing relationship. After you have made the changes, you need to click the “Save The Changes” button. Since the names have to be perfect, if you have not clicked the “Save The Changes” button and you want to revert back to the original setting, the “Undo The Changes” button will allow you to do so.
This section is used to define the names of the expense categories. When you make a change, you have to click the “Save The Changes” Button. If you make a change but decide against submitting it, you can click the “Undo The Changes” button to bring it back to the previous state. If a record already has expenses totals entered. If you change the name of the expense, it's possible the totals shown will reflect the wrong numbers. If you change the name of a record that already has totals, make sure you re-run the numbers.
ABOUT/REG TAB (for overview information)
Clicking the fifth TAB titled “About/Reg” and takes you to a screen that gives you an overview of the program.
HELP TAB (for online help information)
Clicking the sixth TAB titled “Help” and takes you to a screen that gives you enough information to use the program but not reprogram it.
============================
Limited ongoing technical support is done free of charge for registered user via email to
support@lesaux.com. Phone based support options can be billed to a credit card at current rates.
