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How to Customize Income Statement to Summarize Specific Expense Accounts?

edited Mar 28, 2023 7:01PM in Ask A Guru 3 comments

Hello,

I am trying to customize an income statement view that matches what we use for management reporting. In short, I put all the income statement detail in Excel and add together accounts I need to create reporting groupings (i.e.: all the payroll accounts in COGS become COGS Payroll, all the payroll accounts in SG&A become S&GA Payroll, etc.). It would be much nicer and easier to have those already grouped in NetSuite. I have read some SuiteAnswers on Header/Summary Rows and Adding Financial Sections per the screenshot below and feel I am on the right track.....but cannot seem to quite

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