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#43873 - 12/15/14 10:01 AM Adding account to income stmnt in financial report
Holquist Offline
Adagio Guru

Registered: 09/20/02
Posts: 121
the Balance for federal income taxes ("#9206") is not showing up on my income statement. There is a line item listed for "income taxes" but there is no amount there and when I look in the blue shaded area on the left there is no account range listed and I can't remember how to add the account range there. Thanks for your help!!

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#43874 - 12/15/14 11:37 AM Re: Adding account to income stmnt in financial report [Re: Holquist]
Retired_Guy Offline
Adagio Master

Registered: 03/16/99
Posts: 10504
Loc: Canada
Uh - type the necessary account number into the cell?

Or, if you want to get fancy, open up the Chart of Accounts View (View | Chart of accounts) and drag the account onto the cell.
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Andrew Bates

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#43879 - 12/15/14 07:59 PM Re: Adding account to income stmnt in financial report [Re: Retired_Guy]
Holquist Offline
Adagio Guru

Registered: 09/20/02
Posts: 121
When I am in financial reports within the general ledger there is no ability to view the chart of accounts and drag it into the cell.

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#43880 - 12/15/14 11:04 PM Re: Adding account to income stmnt in financial report [Re: Holquist]
Retired_Guy Offline
Adagio Master

Registered: 03/16/99
Posts: 10504
Loc: Canada
Maybe you don't have security rights to Maintain a financial statement?
_________________________
Andrew Bates

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#43913 - 12/17/14 07:20 AM Re: Adding account to income stmnt in financial report [Re: Retired_Guy]
Holquist Offline
Adagio Guru

Registered: 09/20/02
Posts: 121
We have added accounts and modified accounts before without a problem so I know that I have security rights to the financial statements. I just can't remember how to do it because it has been a long time. I am able to add a row to the income statement and enter the account number on the left side of the smart sheet but it doesn't pull in the account balance to the report.

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#43915 - 12/17/14 07:51 AM Re: Adding account to income stmnt in financial report [Re: Holquist]
Retired_Guy Offline
Adagio Master

Registered: 03/16/99
Posts: 10504
Loc: Canada
Duplicate the row immediately above or below the row where you want to insert the new account. Replace the account range in the duplicated row with the new account number. If no number is returned on the statement, it may be because:
  • The financial reporter is interpreting the account number as a "Number". Precede the account number with a "tick" (') to tell the spreadsheet it's text.
  • There's no actual number to report for the period of the statement.
_________________________
Andrew Bates

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