Maybe this is already a feature, and I'm missing it. But you should be able to have account groups on a custom P&L to show certain accounts filtered by certain tracking categories.
This way you can limit the number of accounts needed to present them properly on the P&L.
I'll give you an example, you have departments for a tracking category. Cost of Sales, Research and Development, Sales, Marketing, Admin.
Then on the P&L you want all expenses for all accounts that have the Cost of Sales tracking category to show in Cost of Sales, then in Research and Development, you want all accounts to show for the research and development tracking category, Sales and Marketing, etc.
You then want to display all the accounts and amounts in each section.
Otherwise if you have Salaries you'd need to make many different accounts for Salaries - Cost of Sales, Salaries - Marketing, etc. It makes the CoA too large when it can be done this way much more cleanly.
David Leslie
supported this idea
·
Maybe this is already a feature, and I'm missing it. But you should be able to have account groups on a custom P&L to show certain accounts filtered by certain tracking categories.
This way you can limit the number of accounts needed to present them properly on the P&L.
I'll give you an example, you have departments for a tracking category. Cost of Sales, Research and Development, Sales, Marketing, Admin.
Then on the P&L you want all expenses for all accounts that have the Cost of Sales tracking category to show in Cost of Sales, then in Research and Development, you want all accounts to show for the research and development tracking category, Sales and Marketing, etc.
You then want to display all the accounts and amounts in each section.
Otherwise if you have Salaries you'd need to make many different accounts for Salaries - Cost of Sales, Salaries - Marketing, etc. It makes the CoA too large when it can be done this way much more cleanly.