Is there a way to build an Income statement using ...
# administrationm
Muzzyelk
10/29/2021, 5:04 PMIs there a way to build an Income statement using custom fields instead of the Account native fields? Our FnPA guys want a consolidated Income Statement based on custom acct numbers and categories, but I don't see the custom fields when I try to build a custom income statement. Here is a subset example of the proposal, the 14 accounts would all roll to the income statement under the proposed code. I know I can make a custom income statement that will total the accounts under a 71100 line on the IS, but I would love to be able to just select the 71100 as a filter so if we move accounts to different sections we could just upload a csv and the Income statement would automatically pull and sum those accounts that have 71100 in the custom field.
Muzzyelk
10/29/2021, 5:06 PMOr would we be better to just bite the bullet and create new accounts and change our integrations and import template to map postings to the new accounts? I kind of wanted to show what it would look like in sandbox to ensure everything is where we want it before I go switching things up.
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KevinJ of Kansas
10/29/2021, 5:19 PMYou might want to look into Solution7
KevinJ of Kansas
10/29/2021, 5:20 PMBetter tool than the native financial reporting tool
KevinJ of Kansas
10/29/2021, 5:21 PMProbably doesn't do this exactly but can probably fix the underlying reasons for wanting to do this.
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Muzzyelk
10/29/2021, 5:22 PMThanks Kevin, was thinking this was probably the case
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