Report by account and class

Anthony
Anthony Member Posts: 11

Hi. Is there a way of extracting a report (either p&l or trial balance) by account and class combination. Ideally this would be in two separate fields/columns, with the balance of the combination of that account and class shown in a separate column.


Answers

  • Bruce
    Bruce Member Posts: 392 ✭✭✭
    edited August 2021

    Run your P&L as per normal but modify the report by displaying classes


  • Anthony
    Anthony Member Posts: 11

    Thanks for the reply Bruce. This doesn't quite meet my requirement, I am looking for a single column listing the class ID, not a column per class. I am looking to expand the use of class that would make the report many pages wide if I ran it by class.

    Do you know if there is a way of doing this (per my screenshot in my original post)?

  • PhuongDo
    PhuongDo Reckon Developer Partner Posts: 270 ✭✭✭

    Hi Anthony,

    A custom solution would help. Let me know if you want to learn more about it.

  • Anthony
    Anthony Member Posts: 11

    Thank Phuong. I can get a custom transaction detail report, where you can add the class column, which might work. Thanks for responding.

  • GerryWinter
    GerryWinter Accredited Partner Posts: 907 Personal Range Expert Personal Range Expert

    I think think PhuongDo would write a custom report for you, so get in touch with him.

    Gerry 0418907140 

    [email protected]