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Financial Reporting: Customize Consolidated Balance Sheet to Show the Breakdown of the Account Balan
There are instances where users want to view their Consolidated Balance Sheet with a column showing the breakdown of the Account Balance in its Transaction Currency. Below is the proposed solution that users may try to achieve this Report.
- Navigate to Reports > Financial > Balance Sheet.
- Click Customize button.
- Go to the Edit Columns page.
- In the Add Fields pane of the page, expand Financial.
- Then click Amount (Foreign Currency) to add this as a column.
- Still in the Add Fields pane, scroll down and expand Currency.
- Click Name to add this as a column.
- Hit Preview.
- Save as a new Report once satisfied with the result.
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