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 field in the report and create a new expression to achieve this.
Open the "Income and Expense (Operational)" report 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 the Fields tab and add the user-defined field to the Selected Fields 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.
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