How to customize the income statement by summary account only

AI generated answer (using internal Slack threads):

To customize the income statement by summary account only, you can follow these steps: 1. Create parent/child accounts to accommodate for additional roll-ups under the standard categories. This will minimize the amount of customization on the financials that must occur. Make sure your "summary" account box is checked on those parent accounts so they can't be booked to directly. Remember, you can only have a summary account if all the accounts under it are the same type. 2. Use the Collapse, Expand options in the bottom right of the report. You can set those on the Customize to give the initial opening expand position. 3. Go to the Edit Layout and edit your existing layout. This is where you can move accounts between sections, display sections by department instead of GL. 4. You can also add entire new Financial Section if needed. 5. Adding a formula row might give the summary some additional calculations like an EBITA or a GP%. If you want to build an Income statement using custom fields instead of the Account native fields, you might want to look into Solution7. It's a better tool than the native financial reporting tool. It probably doesn't do this exactly but can probably fix the underlying reasons for wanting to do this. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******