Is there a way to create a customized income statement to have the accounts running across the page rather and down? I have a client where I just had to create a new sage file and built all the accounts from scratch to match their required set up. It's basically 5 headings and within each heading they have the same type of accounts for both revenue and expense. They want to have the income statement show the 5 headings across the top of the page (from left to right) and all the accounts within each listed below them. Can this be done in Sage or can it only be done in excel?
swissmrs59 said:Can this be done in Sage or can it only be done in excel?
Yes. It may be possible to modify the Excel report that comes with Sage 50, this one creates two columns only:
But a lot of the VBA code would have to be rewritten. it's probably much easier to go with a custom 'third-party' reporting tool such as XLGL.
swissmrs59 said:same type of accounts for both revenue and expense.
You're more familiar with the client's requirements, wouldn't Projects or Departments match their report requirements?
I could probably set up departments, but would that allow me to have them display side by side? If not, then using departments probably won't make a difference.
swissmrs59 said:would that allow me to have them display side by side?
Yes, there is a pre-made Departmental Income Statement in the Report Centre, for the Universal construction sample company.
I only have the Quantum Edition, but hopefully this would be in all of the Editions of Sage 50 that have Departments.
I did a quick, not too good screenshot, it may have cut off the engineering column on the right, and with no revenue or expenses for two of the Departments so it really doesn't show off the capability of Departments so well..
Thanks Randy. I know departments are only available from premium up. I will try setting up the categories as departments and try this report.
So I set up departments, one for each category and printed out a departmental income statement. (see below). What the client would like is just 1 set of actual accounts listed going horizontally. All the categories have same set of accounts. Right now I have each set of accounts with their own heading, then the accounts as group accounts and a total at the end. Would the report they want work if I just create 1 revenue heading and make all the accounts as sub accounts instead?