I would like to set up subaccounts for our business and have been testing it in our test tenant but I’m not seeing that these sub accounts show up on any financial reports like our P&L. Does this require a form customization or am I utilizing the wrong report?
Answer
Getting Sub Accounts to Show on Financial Satements
Best answer by Ankita Tayana
Hi
To show the P & L and other financial reports to show data as per subaccounts, you need to modify the report.
Go on the particular report > Click on Edit Report >Click on Row set
For any field if you want it to display with sub accounts you have to click Data Source and have to select Sub on the expand field as per screenshot below.
Previous version:
Revised Version:
Hope this helps!
Hi
To show the P & L and other financial reports to show data as per subaccounts, you need to modify the report.
Go on the particular report > Click on Edit Report >Click on Row set
For any field if you want it to display with sub accounts you have to click Data Source and have to select Sub on the expand field as per screenshot below.
Previous version:
Revised Version:
Hope this helps!
Thanks
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