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Sage 200 UKI Ideas Portal
Status Idea Accepted - Gauging Support
Categories Excel Reporting
Created by Guest
Created on Apr 5, 2018

Financial Data Designer - Balance Sheet

When creating the Balance Sheet in the excel reporting area, all PL AND Balance Sheet reporting categories are shown, it would be much more efficient if the B/Sheet behaved like the old style financial statement layouts and could have the system generated profit for the period as an option as opposed to having to have all the numerous PL reporting categories showing. I know once excel is run, in the pivot table, we can hide all the PL ones, but this is faffy and doesn't stay, and if you save as an upload as a new one, you can't edit this report if you add in new reporting categories as it isn't run from the financial data designer area.

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