Ability to Show Accounts in Financial Statement Financial VIew
It would be nice to have a +Show Account when looking at financial statements in a financial view, similar to the way +Show Fund or +Show SubAcct are available options.
It would show how account balances roll-up to the views, and would assist when details are needed at the account level for budgeting or projection purposes.
Hello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
-
Wendy Ponting commented
Budgets are prepared by account line items which are summarized into account groupings. The financial view allows for customizing the view but the account level detail is lost.
When preparing a budget or digging deeper into variances it is necessary to drill into the account level and without the option to show accounts as suggested above there is a lot of excel magic that is required in the background.