Saturday, March 16, 2019

Customize Income Statement to see the breakdown of accounts per class and accounting period at the same time.

To be able to show account break down per Class and Accounting Period at the same time, please follow the steps below:

1. Navigate to Reports > Financial > Income Statement.

2. Set the Column to Accounting Period and hit Refresh.

3. Click on Customize button so you will be redirected to the Financial Report Builder.

4. Under Edit Layout click on Income Section and set the following:

Group by = Account

Then by = Class

5. Repeat step 4 for the Expense and other sections.

6. Assign a report name and hit Save.

7. To access the report again, navigate to Reports > Saved Reports > All Saved Reports > locate report name.

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