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LaniOUP's avatar
LaniOUP
Experienced Cover User
6 years ago

Account List Totals

Hello Does anyone know how to get sub totals for heading categories in the P&L?   For example, I have various headings (categories) of income accounts.  It would be great if each one of them could ...
  • Steven_M's avatar
    Steven_M
    6 years ago

    Hi LaniOUP 

     

    When you go to Accounts>>Accounts List and select a header account (i.e. the accounts in bold) you will have the option in Details for "When Reporting, Generate a Subtotal for This Section". If this is enabled a subtotal will be generated on certain reports, such as the Profit and Loss, for that particular header account 

     

    Do note that within the AccountRight 2019.1 version we are aware of that accounts that have a leading zero as the account number i.e. 4-0100 will report the subtotal at the end of the report, not where it should in the account list. This has been something that has been fixed in AccountRight 2019.2.

Steven_M's avatar
Steven_M
Former Staff
6 years ago

Hi LaniOUP 

 

When you go to Accounts>>Accounts List and select a header account (i.e. the accounts in bold) you will have the option in Details for "When Reporting, Generate a Subtotal for This Section". If this is enabled a subtotal will be generated on certain reports, such as the Profit and Loss, for that particular header account 

 

Do note that within the AccountRight 2019.1 version we are aware of that accounts that have a leading zero as the account number i.e. 4-0100 will report the subtotal at the end of the report, not where it should in the account list. This has been something that has been fixed in AccountRight 2019.2.

  • LaniOUP's avatar
    LaniOUP
    Experienced Cover User
    6 years ago

    Thanks so much for your help Steven. :)

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