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Income statement saved search replication

edited Nov 26, 2020 2:22PM in Accounting / ERP 3 comments


Trying to make a custom P&L, essentially mimics the Income Statement. All is well with the formulas however, would now like to bring in the sub-accounts of the parent account type. Any suggestions on formulas to accomplish this? Here is a screenshot of my account type formulas

I'm not pulling anything in with this case statement. {accounttype} works perfectly. Also, do i need to consider my criteria which is currently Account type = Income, COGS, other income and posting = True

Thank you!


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