Hello Forum Users,

I've been fighting with a set of F/S to meet a client's desired presentation. They use, and have been using for some time, the following format for their I/S:

Revenue
Deferred Revenue PY xx
All Revenues xx
Deferred Revenue CY xx

The appropriate rows are hidden based upon the department the report is being run on, other revenues are broken down by the smart sheet, etc. works great.

The problem:
I've been asked to add a $ to the statement as the client has been exporting to Excel and manually adding the $. I cannot just add the $ to the Deferred Revenue PY line, as not all departments have a GL value for that account.

The easiest solution, as 99.9% of their departments have some type of Revenue (if not deferred) would be to reorganize the report and have All Revenue followed by PY and CY Deferred Revenue lines with the $ on the All Revenue line. This isn't the presentation the client would like.

If anyone has any suggestion or could point me towards some reading on how to accomplish that it would be appreciated. Thanks.

Hi Jesse,

This is hard to picture to provide advice. If you would like to ZIP up the data and financial statement you are working on and upload it to https://softrak.com/dbr to my attention, I'll try and take a look.

Thanks Andrew. I zipped up the G/L data and the appropriate F/S and uploaded it to the portal.

Hi Jesse,

Use the formatting option to insert a conditional "Accounting Dollar Sign" ($ with two red << on the right) in front of the amounts. It will display on the first visible instance.

If this option is not on your formatting toolbar, then go to View | Customize | Toolbars and click the Reset button for each Toolbar.