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Tips and common mistakes

The most common situations when working with an income statement plan, their cause and solution.

1 min read Updated 15. 10. 2026
Situation Cause and solution
A row I need is missing The combination has no movement in history. Add it with Add row.
An item is missing in Add row The value does not exist in the code list. Add it in the company’s Categorization.
Actuals in the plan differ from the statement Check the account mapping (accounts without PL Type are ignored) and the selected closed period.
The plan shifted after pasting from Excel Pasting across the year end. Paste year by year (Entering the plan).
I cannot type into a total row Totals are calculated. Type into the child rows.
A colleague sees a different closed period The closed period is a personal browser setting.
The plan is not in the Income statement Add the plan and scenario under value settings › Plan and wait for data processing.
I left without saving Unsaved changes are lost. Click Save plan before leaving.

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