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- From the Row Type section select Row Calculation and drag it to the grid area, in the position you want that row be added.
- Enter a value in the Row Name field. This value should be as descriptive as possible so it would be easy to read what row is that for.
- In the Row Calculation field assign a formula. See How to Configure formula for Percentage Row Calculation row.
- By default Balance Side field will show Debit.
- Leave it as is - Debit if the row is intended to filter accounts under Asset or Expenses account types.
- Select Credit if the row is intended to filter accounts under Liability, Equity or Revenue account types.
- In the Filter Accounts field, you will have to configure your account filter. There are 2 ways to do this and each is explained in the topics below.
- How to Configure Account Filter using Chart of Accounts screen - this is the drag and drop method
- How to Configure Account Filter using Filter Accounts - this is a one-row-at-a-time method wherein each row is setup one by one.
- In the Account Type field assign:
- IS if this is an Income Statement account.
- BS if this a Balance Sheet account.
- CY if this is a Current Year Earnings account.
- RE if this is a Retained Earnings account.
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- All other fields are not anymore necessary so you can leave those out.
This is how Row Calculation row will look like when you follow the above steps.
This is how it will be shown when you print your financial report.
You can enhance this row by setting its Font Properties and Row Height. See How to Configure Row Font Properties and Row Height topic to guide you on how to do this.
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The Row Calculation row is intended to build formula from existing rows. The following rows can be selected to build a row calculation row.
Follow these steps to add a Row Calculation row.
This is how Row Calculation row will look like when you follow the above steps. This is how it will be shown when you print your financial report. You can enhance this row by setting its Font Properties and Row Height. See How to Configure Row Font Properties and Row Height topic to guide you on how to do this. |
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The Row Calculation row is intended to build formula from existing rows. The following rows can be selected to build a row calculation row.
Follow these steps to add a Row Calculation row.
This is how Row Calculation row will look like when you follow the above steps |
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. This is how it will be shown when you print your financial report. You can enhance this row by setting its Font Properties and Row Height. See How to Configure Row Font Properties and Row Height topic to guide you on how to do this. |
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The Row Calculation row is intended to build formula from existing rows. The following rows can be selected to build a row calculation row.
Follow these steps to add a Row Calculation row.
This is how Row Calculation row will look like when you follow the above steps. |
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This is how it will be shown when you print your financial report. You can enhance this row by setting its Font Properties and Row Height. See How to Configure Row Font Properties and Row Height topic to guide you on how to do this. |
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The Total Calculation row is intended to build formula from existing rows. Calculation, Hidden, Cash Flow Activity and another Total Calculation rows can be used to build the formula.
This is how Total Calculation row will look like when you follow the above steps. |
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