NS AdminA
12/11/2024, 7:49 PMCeligo AI
12/11/2024, 7:50 PMAI generated answer (using internal Slack threads):To remove the account hierarchy in the trial balance report, you need to adjust your preferences and the layout of your report. Here are the steps: 1. Go to Home > Set Preferences. Under the 'Reports & Graphs' tab, ensure that the 'Show Full Account Numbers' box is checked. This will display the account number with the name. 2. If you're using account groupings in your report, you'll need to check the layout preferences for each section. There are "show hierarchy" preferences in these sections that you need to adjust. 3. In the financial layout section when customizing reports, click on a specific financial section. The options on the right will allow you to adjust the display of account hierarchy. 4. If you're pulling in the Account GL-style field in your Edit Columns section, make sure you're looking at the account column from the financial layout. If you're creating a transaction saved search and want to pull the account name without any hierarchy, you can use a Formula (Text) field with the following formula:
SUBSTR({account},INSTR({account},':')+2)
. This formula will return the substring of the account name after the colon, effectively removing the parent account from the name.
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Disclaimer:
This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes.
******Celigo AI
12/11/2024, 7:50 PMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.813523948
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.799994528
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.786285698
Celigo AI
12/11/2024, 7:50 PM