YASSER
03/12/2025, 10:50 PMCeligo AI
03/12/2025, 10:50 PMAI generated answer (using internal Slack threads):To create Income Summary Journals, you need to create revenue recognition journal entries. You can do this by navigating to Transactions > Financial > Schedule Revenue Recognition Journal Entries > Run Now. After this, you need to do a Reclassification journal in the same manner (Transactions > Financial > Schedule Reclassification Journal Entries > Run Now). If you want to show the Income account in a journal saved search where the journal has a revenue recognition schedule, you can link to the income account on the item, assuming you're linking to the invoice. 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 might not do this exactly, but it 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. ******
Celigo AI
03/12/2025, 10:50 PMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.815072834
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.808134258
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.805052042
Celigo AI
03/12/2025, 10:50 PM