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Artur_K

05/05/2022, 9:23 AM
Quick question. How can I setup a preferred report for specific users/roles? When an GL Account is opened from a custom balance sheet, I want them to open the custom GL instead of the standard GL
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Paul Giese

05/05/2022, 2:10 PM
It sounds like you want to add a drill-down report to your custom balance sheet. Here is a blog post that goes through how to add this.