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How to link a new account to Financial Statement
How to link a new account to Financial Statement
Issue/Symptom/Question
- I created a new accrual account in December for tracking certain expenses
- How do I link that account to the financial statement?
Environment
- Finance & Accounting> Setup> Financial Statement Formats
- Adding a new account to Financial Statement
Resolution/Fix/Answer
- Go to Finance & Accounting> Setup> Financial Statement Formats
- Query the report needing the update
- Click on the Detail Tab
- On the detail tab- If you want to add a new line # for this new account follow these instructions, if you are just adding an account to a line # skip to 5
- Click the insert button
- Enter the next Line #
- Enter what type of code
- Enter Debit or Credit
- Choose how many spaces to indent for the line
- On the Sum to Line # field, enter the line # that this line # sums to
- If you are just adding an account to an existing line #
- Find the line # the account needs added to
- Click on the Account Selection
- Add the account number
, multiple selections available,
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