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Case: How to consolidate income and expenses from the report into a single line with positive and negative values, rather than displaying them on separate lines.

Solution: Introduce a user-defined parameter in the report and create a new expression to achieve this.

Open the report Income and Expense (Operational) from Accounting > Reports of Accounting

Go to More action > Change report variant > Add a new expression field

Go to user fields > click on Add option > New expression field

In the new dialog box, add the desired title. Then, in the detailed records expressions section, input the formula:

[Income Amount Turnover]−[Expense Amount Turnover]

Click on OK to save the formula.

Go to fields tab, add the User-defined field to the selected field section as shown below-

Double-click on the Income/Expense item from the upper pane. Then, add the user-defined field to the right side of the dialog box i.e. in Edit Grouping Field.

The document will display the Income and Expenses in a single column, as illustrated below.

Thanks for being a Firstbit customer!                                        #Income and Expense (Operational) # User-defined fields in the report

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