Accounting Ideas


Merged idea

This idea has been merged into another idea. To comment or vote on this idea, please visit S1-I-214 Enhanced reporting by analysis type.

Customized Reports Merged

I would like to customize reports in Sage Business Cloud Accounting. Such as the reports that are defaulted (like P/L) and also run custom reports.

Specifically, I want to customize the P/L report so that I can exclude certain accounts from reflecting on the P/L report. I have a personal expense GL account that works for my accounting method, but it shouldn't be listed on the P/L report. It helps me organize the accounts since I run a partnership and Corporation, but they are DBAs - it's complicated but the ability to run a custom report in Sage would be huge.

So, I must manually calculate the P/L report outside of Sage, which is annoying. BUT I would please like more features related to customizing reports to have the ability to exclude accounts or include certain accounts. If I could select a category/account to be excluded on the P/L that would save so much time.

  • Guest
  • Aug 23 2022
  • Great Idea Currently In The Works