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I'm not sure if I should use the start-finish totals or the subcategories in my chart of account
Is there an advantage to using one over the other? Or are the 2 complementary?
Hi
In your Finical reporting (account schedule) you can use G/L account and build total, sub-total etc using G/L.
But sub-category can help you to run reports, use them in Power BI , filter, etc. It also gives future users better view and understanding of the account. My suggestion is always asked what will happen if I add 10 more accounts? Then if the answer is you will need sub-category then start build it today with one account.
Those are all helpful when you go to COA page to see everything organized and clean. Your team does not need to go to Finical Reports to see many information. They can use COA and find some answers. Hence, it is better to use both subcategories and beg/end.
See this post as well and look at COA and how they categorized
Hi! Thanks for your answer!
Is this means that the Begin-end total in the COA have no impact on any financial report?
As for your example for Travel expense; for this precise example, I might have 1 G/L per subcategorie. Is there an advantage using the subcategorie? Is it because the financial report are based on subcategorie and not on G/L account directly?
Thanks for your time!
Hi
Begin-End Total is for showing sub-total in COA. They are not needed but it helps to explorer COA.
sub-category let you organize your COA more since you can create your own subcategories. For example you can create below sub-categories
Travel Hotel Expense
Travel Meal Expense
Travel Ticket Expense
Then use Begin-End Total to have Travel Expense
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