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Adding Outstanding Finance Charge Balance to Statements
Has anyone been able to add a box to their statements for amount of late fees assessed? If so, how? I'm envisioning something like the below examples: or I was thinking of adding a custom field to the customer record near balance/days overdue/etc. for "Finance Charges" and have that update either by a formula or script…
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Income Statement Detail to add a field as a column
Hi Team, I am trying to add a field from the deposit page (Reference number) to the income statement detail. However, this field is not showing up on the list. Is this a limitation to the income statement?
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How do I format a formula row as a %
Hello - In the Financial Report Builder > Edit Layout > Formula Row, How do I format the Formula output as a %? I added a GM % formula row calc to a custom income statement but it does not show as a % in results. (Formula is Gross Margin/Rev = GM%) Thanks!
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How can I get a custom segment to filter columns on an income statement
I created a custom segment that I would like to be able to use as a filter on financial income statements. The link below shows that it is possible but I am not able to get mine to function the same. The screenshot below shows where I want this to populate (Column Filter) on my income statement. How can I setup this custom…
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Purchase Price Variance
Hi All, I am running through an issue at the moment with correcting Purchase Price Variances. The PO and Item receipt have the same rate. The Purchase Price Variance is being caused because it is taking the last purchase price instead of the purchase price. How do I correct this? I have update the purchase price and even…
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Last Fiscal Year > is not defined for this fiscal calendar. Go to 'Setup > Accounting > Manage Accou
My customer has a 28 day period setup, which means their Period 6 of 2023 does not have the same dates as Period 6 of 2024 and so on and so forth. Because of this, when they try to access the Income Statement, under a prior year to date period (e.g. Period 6 2023 to Period 6 2024), they get an error: Last Fiscal Year > is…
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NSC | Comparative Income Statement Report: How to Specify Comparative Date Ranges
Scenario: Currently, the ability to add a footer filter that specifies the Comparative Period/Date in the Comparative Income Statement is an enhancement under 139229 Reports > Ability to specify comparative date ranges on the report at runtime Solution: As an alternate solution, you can follow the steps below: Navigate to…
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Automatic Excel or email by location
Hii all i want to know, i have client with until 200 location, i want to ask how to get income statement by location with 1 click export excel (200 excel / location) , or email per locaiton each?
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Custom Ordering on Income Statement
Our accounting department recently changed the Account Numbers on some of our accounts so that they would appear in a different location on the CoA (technically, by virtue of number, to appear with other Cost of Goods Sold accounts instead of with other Expense accounts. However, the default Income Statement organizes and…
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How to create a comparative Income Statement with 2 custom date ranges.
Since we can't do this with a Report, can we do it with a Workbook? Goal is to have a Workbook that is similar to an Income Statement, with 2 date ranges, where the user can adjust date filters. Example: Q1 2023 vs Q1 2022. With Reports you can only look at data relative to today (YTD) and then compare to that.