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Account Schedules - adding headers and blank lines

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In preparing our account schedules, we want to add headers and blank lines to obtain a more professional look to our financial statements.

I can do this by adding posting lines and changing Show column to 'Yes".

My dilemma is that our numbering format is set to "Accounting format, no currency".  This makes the report look more professional and adds dashes when amounts are zero to allow your eyes to follow along on a page without jarring blank gaps when items have no value.

Unfortunately, this also adds dashes to any headers and blank lines I've created because account schedule only allows you to add a formula, posting or totalling type which forces it to also generate a numeric value of 0.00.

Is there a way around that without losing the ability to place dashes in places where the values are legitimately zero?

pastedimage1645734232098v1.png

  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 75,848 Super User 2024 Season 2 on at
    RE: Account Schedules - adding headers and blank lines

    Hi, Is it possible to just modify the Layout file?
    As follows.

    pastedimage1645748019352v1.png

    pastedimage1645748093088v2.png

    pastedimage1645748110247v3.png

    pastedimage1645748183464v5.png

    Or Or directly modify the formula and add conditions.

    pastedimage1645748124761v4.png

    Hope this will help.

    Thanks.

    ZHU

  • Dallefeld Profile Picture
    Dallefeld 169 User Group Leader on at
    RE: Account Schedules - adding headers and blank lines

    Good Catch MahGah, I believe you are correct...

    pastedimage1645748122000v1.png

  • Suggested answer
    MahGah Profile Picture
    MahGah 15,433 on at
    RE: Account Schedules - adding headers and blank lines

    Hi Kim Dallefeld

    I am not familiar with finance. Do you think the following future in upcoming version will resolve this issue?

    docs.microsoft.com/.../new-capabilities-financial-reporting-account-schedules

  • Suggested answer
    Dallefeld Profile Picture
    Dallefeld 169 User Group Leader on at
    RE: Account Schedules - adding headers and blank lines

    You're looking for the blank line as show below:

    pastedimage1645746185120v1.png

    But you want to have dashes when zero.

    I think you will need to export to Excel and format the amount column.

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