Thursday, June 27, 2019

Unable to Add Splits to a Sheet

This happens if the 'Planned By' preference in the Account record is set to 'Monthly Delta'.  The 'Add Splits' function will only be available if the Planned  by is set to 'Balance'. To check this:

1) Navigate to Admin > Manage your General Ledger Accounts

2) Click on Accounts Payable Account > in the Account Details section, look for 'Planned by'

3) Choose Balance

4) Hit Save 

5) Home > Sheets > Choose Balance Sheet

6) Choose a Version

7) Choose a Level

8) Click Edit Level

9) Click on Accounts Payable> Go to Jan 2014 period cell > Right Click > Add Splits

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