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Income statement saved search replication
Hello,
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!
Kyle
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