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P&L report showing incorrect item costs when filtered by posted date

when running the report by posted date

Updated this week

If you recently started tracking inventory in ConnectStock and are running your P&L report by posted date, you may notice some items showing inaccurate or missing costs. Here's what's causing it and how to fix it

What's causing the problem

ConnectBooks calculates costs based on when an order was shipped, not when it was posted. So if you started using ConnectStock in 2026, and run a report by posted date, any items shipped before that — say, in 2025 — won't have a recorded cost, because the system wasn't tracking inventory yet.

Example: Your report shows 100 units posted in 2026.

  • 80 units were shipped in 2026 → ConnectStock has a cost for these ✓

  • 20 units were shipped in 2025 → No cost recorded ✗

Because 20 units have no cost, ConnectBooks takes the total cost from the 80 units and spreads it across all 100. This makes the cost per unit look wrong.


How to fix it

Set a Default Cost on the item level inside ConnectStock.

A Default Cost acts as a fallback — ConnectBooks will use it to fill in the cost for any transactions that are missing one. Once it's set, those 20 units from 2025 will get a cost assigned, and your P&L report will calculate correctly.

To do this: Open the items page in ConnectStock and enter a Default Cost value.

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