The Calculation row is intended to show balances of your General Ledger accounts, that is why to complete this row setup, you will need to configure your account filter/s.
Follow these steps to add a Calculation row.
A new row will be available in the grid section.
Enter a value in the Description field. This value should be as descriptive as possible so it would be easy to read what row is that for.
The Calculation row is intended to show balances of your General Ledger accounts, that is why to complete this row setup, you will need to configure your account filter.
Follow these steps to add a Calculation row.
A new row will be available in the grid section.
Enter a value in the Description field. This value should be as descriptive as possible so it would be easy to read what row is that for.
In the Row Type field, select Calculation.
Leave out Related Rows field.
In the Balance Side field,
Select 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.