Profit & Loss | Ability to view accounts that have been grouped
After editing the layout of P&L to group expenses under a few broad categories, if i wish to know the details of the numbers, i need to click on the specific number to get the breakdown with details. Can we do so by allowing the group to be expanded on P&L itself?
Hi Eric, this is possible already but may just relate to the way you've set up the groups in the layout screen.
If you open the edit layout screen, you should be able to click on the group in the report to drop down and view the individual accounts within.
Your report will reflect the way this is shown in this screen. So, if you save the report with the drop down of accounts visible this is how the report will appear when run. The only time you may not see an account you have listed would be if there is no movement in it within the period. 🙂