does anyone know if if there's a good way to tie t...
# accounting
h
does anyone know if if there's a good way to tie transactions in a revenue account to their corresponding transactions in the cogs account?
c
How are you trying to view this data? Do you have restrictions? Are your users wishing for one specific report to have the details and you are attempting to bring them in?
h
There are no specific restrictions at this time. Our CFO is looking for one report, but even if we had to do something that needed to merged, we can make it work. He said anyway would be fine, including a saved search or through the new analytics beta tool. Ideally, it would be by line item, but he would also take it by invoice
c
Is the intent to track Gross profit? You know thats a feature you can turn on?
h
We're already using the estimated gross profit feature - is that what you're referring to? The intent is to track our actual gross profit, which we don't always get with the estimated gross profit in NetSuite
c
I would create a saved search of transactions with a column for the revenue component (captured by a case statement of the account type = Income) and another for Cost of Sales.
h
I'll give it a try - thanks for the help