how can I customize a trial balance report layout ...
# ask-stanley-ai
j
how can I customize a trial balance report layout to reverse specific account signs?
c
AI generated answer (using internal Slack threads):
To customize a trial balance report layout to reverse specific account signs, you would need to follow these steps: 1. Navigate to Reports > Financial > Trial Balance. 2. Click on the 'Customize' button to open the report builder. 3. In the 'Columns' section, you can add, remove, or rearrange the columns as per your needs. If you want to reverse the signs for specific accounts, you would need to create a custom formula field. 4. Click on 'Add Fields' and select 'Formula (Numeric)'. 5. In the formula field, you can write a formula to reverse the sign of the specific account. For example, if you want to reverse the sign of account 61050, you could use a formula like this:
CASE WHEN {account} = '61050' THEN -1 * {amount} ELSE {amount} END
. This formula will multiply the amount by -1 if the account is 61050, effectively reversing the sign. 6. Click 'OK' to add the formula field to the report. 7. You can also adjust the 'Filters' section to limit the report to specific periods, accounts, or other criteria. 8. Once you have made all the necessary changes, click 'Save As' to save your customized report. Please note that this is a general guide and the exact steps may vary depending on your specific needs and NetSuite setup. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******
Slack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.827407
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.827229798
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.823914826
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