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Hi,
An income statement is generated out-of-the-box in GP through Reports->Financial->Financial Statements.
Few transactions were missing in this report. But they are present in the FRx report. Please assist me to include them in the report.
Also I would like to know which GP tables are used while generating Profit or Loss reports (out-of-the-box).
Any insights would help us better.
Thanks in advance!
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Here are the complete instructions. You can see this text by hitting F1 on your keyboard when you are on the layout of the report.
What you are looking for is pressing TAB on the row you want to insert and then double-click on that row.
Inserting and removing columns or rows
When you modify existing reports or create new reports, you can add or delete columns and rows to alter the appearance of your report. Columns and rows can be inserted to add information or white space to a report. To modify columns and rows, use the Advanced Financial Report Layout window.
To insert a column to the left of an existing column:
1.Open the Advanced Financial Report Layout window.
(Financial >> Reports >> Financial >> Advanced Financial >> select a report >> Open >> Layout)
2.Select the column located to the right of where the new column should appear.
3.Choose Edit >> Insert to insert the new column.
To insert a column to the right of an existing column:
1.Open the Advanced Financial Report Layout window.
(Financial >> Reports >> Financial >> Advanced Financial >> select a report >> Open >> Layout)
2.Select the column located to the left of where the new column should appear.
3.Press tab to insert the new column.
To insert a row above an existing row:
1.Open the Advanced Financial Report Layout window.
(Financial >> Reports >> Financial >> Advanced Financial >> select a report >> Open >> Layout)
2.Select the existing row below where the new row should appear.
3.Choose Edit >> Insert to insert the new row.
To insert a row below an existing row:
1.Open the Advanced Financial Report Layout window.
(Financial >> Reports >> Financial >> Advanced Financial >> select a report >> Open >> Layout)
2.Select the existing row above where the new row should appear.
3.Press tab to insert the new column.
To move a column or row:
1.Open the Advanced Financial Report Layout window.
(Financial >> Reports >> Financial >> Advanced Financial >> select a report >> Open >> Layout)
2.Select the column or row to move.
3.Choose Edit >> Cut to cut the column or row.
4.Select the column to the left of where the information is to be pasted or the row above where the information is to be pasted.
5.Choose Edit >> Paste to paste the column or row.
To clear a column or a row:
1.Open the Advanced Financial Report Layout window.
(Financial >> Reports >> Financial >> Advanced Financial >> select a report >> Open >> Layout)
2.Select the column or row to be cleared.
3.Choose Edit >> Clear to clear the data from the column or row.
To delete a column or a row:
1.Open the Advanced Financial Report Layout window.
(Financial >> Reports >> Financial >> Advanced Financial >> select a report >> Open >> Layout)
2.Select the column or row to be deleted.
3.Choose Edit >> Delete to delete the column or row.
Documentation Feedback
Thanks, but I didn't mean to add a new account category. I just want to include 'Other Employee Expenses' category as a row in the AFA report Layout. Please let me know the way to do this.
Tools->Setup->Financial->Category slide down to the bottom and click in the empty space. Use the down arrow to add as many categories as needed.
Thanks, Richard. That was really helpful.
When I changed the category, those transactions appeared in the report. And when changed back to 'Other Employee Expenses', they aren't included in the report. hence I got to know that in the report layout in AFA, there isn't a row indicating this category.I don't get how to add it. Can you please lead me through this.
Many Thanks!
Try going to Cards->Financial->Account and for these accounts select a different category, Save and then pull them up again and set them back to 'Other Employee Expenses' . Also, in your AFA report make sure the account type is set to Account Category and the Category is 'Other Employee Expenses' . You may want to reselect the category in the event someone has change the account category list since this report was created.
The account categories are in GL00102. If you to Tools->Setup->Financials->Account Categories do you see 'Other Employee Expenses'. Does it match what you see in GL00102?
Hi Richard,
Thanks for a quick response. I had actually checked these tables for the missed transactions and these (GL10110, GL10111, GL00105) contain them. And now from a quick analysis I found that, those with ACCATNUM as 37 i.e., 'Other Employee Expenses' are missing in the AFA report . Please do tell me if there is a way to include them.
Thanks!
The GL10110 and GL10111 are the GL summary tables and the GL20000 will have the current year activity detail. I would start by checking your row definitions in AFA vs FRx.
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