Tracking Income by type & product

Anne_MV

Hi All,

After tracking income into 3 very simple Income Accounts - New License, Renewal License, Consulting - there is now a business requirement to report each of the above by product as well.

So effectively each of the above income streams x 5 main product groupings.  

Would love some suggestions on the best way to handle this. 

We are using Account Right Premiere

Tracey_H

Hi @Anne_MV 

 

Sorry to see that no one has replied to you yet. Something that may work for your requirements would be to have your 3 income stream accounts set up as header accounts. Then create detail accounts for the different products.

 

 

You could then report a total for each income stream and a breakdown of each product.

 

Create detail and header accounts

 

Please let me know if I've misunderstood your question or if you need further assistance.

 

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