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FRB > Account Section > Section tab > Filter > Use a Custom Field from Account record (for Managemen

edited Aug 23, 2020 10:03PM in Ask A Guru 10 comments

Hi

Our management reporting is performed outside of Netsuite and is not integrated, therefore as a financial accountant, it takes too long to see the profit and loss and balance sheet categorized by 'Management account' category.

I would like to create a profit and loss and balance sheet report which groups accounts by 'Management account' category. However one of the problems we have is that a management account category may contain a mix of account types. Therefore I am unable to achieve this by using summary accounts as summary accounts require all the children to inherit the parent's account type.

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