Tuesday, September 18, 2018

Display Offsetting Line Items of a Single Journal Entry in a Report

Some users have enter thefollowing journal entry:

Debit Account "Advertising Expenses" for $100
Credit Account "Advertising Expenses" for $100

If a report like Income Statement is generated, the offsetting line items onJournal Entry are not displayed. The reason being, all fields are the same.

To display the offsetting entries, perform either of the following:

  • Enter different Memo for each line item
    • Navigate to Transactions > Financial > Make Journal Entries > List
    • Click Edit next to the journal entry
    • Enter a different Memo for each line item
    • Click Save
  • Customize the report to include the Description column
    • Navigate to Reports > Financial > Income Statement
    • Click Customize
    • Click Edit Columns
    • Click Financial folder
    • Click Description
    • Click Preview or Save

 

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