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Extract account usage

Accepted answer


Is there a way to extract the list of forms that an account is used on? We can view the usage account by account but need to be able to provide a comprehensive list to users to support the consolidation journals, so they know which forms need updating if they change an account balance. 

Content (please ensure you mask any confidential information):

We have multiple forms that provide analysis of the income statement and balance sheet balances and when a user changes one of the using a consolidation journal. they also need to update the related disclosures. Users need a "tool" that prompts them to at least check all the forms the account appears on so they can be changed and approved at the same time. 

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