Reporting - Add an option to include the Report Code column on the Trial Balance and GL Summary reports
Have the ability to include the Report Code on the General Ledger Summary or Trial Balance report. At present, can only report on what Report Code an account has by printing the Chart of Accounts.
With the new workpapers working on the Report Code, would be good to be able to see which Report Code an item has when working with the General Ledger Summary or Trial Balance.
Hi Judy, thanks for bringing this idea to our attention. We understand how having Report Codes visible directly within reports like the Trial Balance and General Ledger Summary could make it easier to review mappings and cross-reference accounts without switching between multiple screens.
Including Report Codes as an optional column could also help streamline reporting reviews and external tax or compliance workflows.
We’ll continue tracking the feedback and interest shared here.