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Adding Department, Location, Class columns to Income Statement Report

edited Jun 3, 2022 5:15PM in Accounting / ERP

Users want to add classifications such as Department, Location and Class in their Income Statement for easy classification. However, when they go to edit columns, search for department and add it to the report, no department shows:

This is because sometimes, this does not refer to the Financial folder - the source of the amount column. As illustrated above, the Department in the search refers to the Budget folder.

To be able to show the name of the classifications, users will need to follow the steps below:

1.) Navigate to Reports > Financial > Income Statement

2.) Click Customize

3.) Go to Edit Columns page

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