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SuiteWorld brings thousands of innovators, builders, and leaders together to learn, connect, and shape what’s next. This October, explore how to build a stronger foundation for growth through inspiring keynotes, major product reveals, hands-on sessions, and unforgettable moments—all in one place for our biggest event of the year. Join us
How to add an Account to an existing Section of a Customized PNL Report
Hello,
I've recently recorded a JE to a previously unused account. After running a PNL, statement, noted that the account isn't in the correct section of the PNL. I clicked to customize the report, went to the Edit Layout. Under "Section", I attempted to click within Account Name to highlight this additional account to add it to the other accounts in the "Description Section", but it doesn't change. Can I please get assistance with what steps I'm missing? Appreciate the help!
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