I still have questions about G/L financial report.
Last time i asked the question about the discrepancy about B/S and I/S. Although i followed your suggestion to find out the reason, i still could not slove the problem. Here i explain my question again. I set up a new account: sales discount,the account No is 5096 in my system. As you said i do not need to do anything about B/S setting because it is within the range to effect the profit or loss shown in B/S. My question is in I/S, i want this account to show and also effect the income. How can I do this? I do not know how to expand or collapse the smartsheet?
This question maybe sounds silly, but i appreciate your patience to help me out.
thanks

There really is not enough information here to answer your question. Without a copy of your data, including your Financial Spec one can only speculate on what should be done.

Depending on what your I/S looks like and how you used ranges it might just work. There are occasional online training sessions available on the Financial Reporter that would be of benefit. Alternatively, your dealer should be able to help out on setting up and explaining your Financial Reports.

For Expand/Collapse to be active Cell A1 must have .Smartsheet and then the UP ARROW with a Bar on top and the DOWN ARROW with the Bar on top can be used to Expan/Collapse a financial report.

There are basically 2 ways to create a financial report.

1) Smartsheet technology allows you to use Account ranges. For instance, it allows you to say Revenues are from 5000 to 5999, Direct Expenses from 6000 to 6999 etc.

If .Smartsheet is in cell A1, then click on the Collapse button. You should see in column A the ranges that have been defined. Make certain that 5096 fits within an existing range or adjust a range to include it. Then click on the Expand button. The statement should "expand" the range row into multiple rows and should now include 5096.

2) The other approach doesn't use Smartsheet ranges. Each row is defined to represent one or more GL Accounts. If your statement is designed this way, then you need to insert a row, paste the contents of the neighbouring row and change the Account number.

These are very general descriptions. As Michael suggested, training through a Softrak webinar ($75.00 I think) or a visit from your Adagio reseller would simplify things very quickly.

thanks Michael and Bruce.
I think i need get trainning to know more about financial report
function in G/L.