The Team Profit & Loss report slices posted general ledger activity by team (profit center), using team_id / trip_id dimensions stamped on GL lines at document submit.
Open Accounting → Reports → Team Profit & Loss.
Columns
| Column | Meaning |
|---|---|
| Income | Net credit on income accounts |
| Expenses | Net debit on expense accounts |
| Contribution | Income − expenses |
Unallocated rows are GL lines with no team (journals and multi-trip payments). Company-scoped roles see them; team-scoped roles only see their teams.
How dimensions are set
| Document | Team / trip |
|---|---|
| Sales invoice | From sales_invoices.trip_id → trip’s team |
| Purchase invoice | From linked trip service → trip → team |
| Payment entry | Inherited when all allocations share one trip; otherwise unallocated |
| Journal entry | Unallocated |
Filters
- From / To posting dates
- Team optional filter (must be in scope for team-scoped roles)
Each row links to the General Ledger pre-filtered by team and dates.
Related
- Reports Hub
- Profit & Loss (company-wide CoA statement)
- General Ledger
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