Customize Income Statement to show department subtotals per hierarchy

Users can customize Income Statement report to have a subtotal per department group, here’s how:

1.) Navigate to Report > Financial > Income Statement

2.) Click Customize

3.) Go to Edit Columns

4.) Click on the Financial Sections (Account Sections) eg: Income, Cost of Sales, Expense etc.

5.) Set Then By to Department, then click Show Hierarchy

image.png

By clicking the Show Hierarchy, the departments will display the in the format of grandparent : parent : child

6.) Do this for other Account sections

7.) Save and Run

Results:

image.png

Department will be displayed and subtotaled according to group, this is the hierarchy for Department 1:

image.png

I hope this helps!

Leave a comment

Your email address will not be published. Required fields are marked *