Designing an itemized profit and loss statement (account groups)
The Profit and Loss Statement - Account Groups template is set up to
summarize the Amounts rows preceding each totals row in the statement
design.
If you want the details of each Amounts row to print on the statement,
you will need to change the template design so that each account group
is itemized, and preceded by its own heading row and followed by its own
totals row.
To change the template design:
- From
the Reports menu, click Manage Financial Statements > Designs. A blank
worksheet appears.
- Click the Open
button, and double-click Template - Profit
and Loss Statement - Account groups in the Financial Statement
Design window. The Profit and Loss Statement - Account Groups template
design appears.
- The
design contains the following sections: Income, Costs, and Expenses.
- The
Amounts row in each section is based on an account group.
- Click an Amounts row in
the statement design. The account group appears below, in the properties area.
- Click the Itemized
button.
- To set up the heading row,
do one of the following:
- If the Amounts row
has a heading above it, double-click it and enter the correct description
of the account group.
- If the Amounts row
has no heading above it, right-click the row and click Insert.
A blank row appears above the current row. In the blank row, double-click
the cell where you want the heading to appear and enter the correct description
of the account group.
- To set up the totals row,
right-click the row below the Amounts row and click Insert.
A blank row appears above the current row. Click the blank row, and click
the Total button.
- Verify that each account
group that you want to print on the statement consists of these three
rows: heading row, itemized Amounts row, and totals row.
If needed:
- Insert three blank rows where you want the account group to print. To insert a row, right-click a row and click Insert.
- Copy the heading row, Amounts row, and totals row from a correctly set-up account group and paste them into the blank rows.
- In the pasted rows, select the correct account group and enter the correct description.
- Follow the steps in Designing
a financial statement, as needed.
See also
Changing
the profit and loss statement (account groups) template design
Designing multilevel
profit and loss statements
Printing a financial statement
Exporting a financial
statement workbook
Exporting a financial
statement to Excel
Copying a financial
statement design
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