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Saved Search - Account Detail & Month End Balance

in Ask A Guru 3 comments

Hello Gurus!

I need a report/search that shows a COA account's monthly detail/transactions and then, either in a separate column at nicely at the bottom, the ending balance.

I don't think any of the standard reports is useful for that purpose. And when I create a saved search for "account" type of search, I can't find a detail/transaction option - there is only a balance option in the criteria field.

Could you put me in the right direction here with some advice? And below is an example. Thanks! :)


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