Custom Balance Sheet

SUGGESTED

Hello, I know i can design a balance sheet but i want to know how i can choose various accounts but not as a range, just choose in between them.

  • 0
    SUGGESTED

    Hi  ,

    Thanks for reaching out. To do this, after opening the balance sheet report, you can use the 'Columns' option to select individual accounts. Check the boxes next to the accounts you want to include in your custom balance sheet. Remember, if the 'Show' button next to a field is grayed out, it may not be added due to the report's sorting order.

    Additionally, for more complex reporting needs or to further customize your report, you might find the Logicim XLGL tool useful. It's a Microsoft Excel add-on designed for flexible Sage 50 U.S. Edition reporting. As a customer, you can get a special 20% discount by visiting the XLGL page for Sage 50.

    If you need more detailed steps, the article on customizing reports provides a guide for using options, columns, and saving your custom report, which you can find here: Customize Reports in Sage 50.

    If this helps please mark it as verified :)

    Warm Regards,
    Erzsi

  • 0 in reply to Erzsi_I

    I don't see the columns option, can you share a screenshot?