Group accounts on a new financial report

Create and edit groups of accounts on the new Income Statement, Balance Sheet, Statement of Owners' Equity, and Statement of Cash Flows reports.

Create a new group of accounts

  1. Open the report.
  2. Click Edit Layout.
  3. Click the rows icon Image of the Row icon., then select Group. This adds an untitled group to the top of the report.
  4. In the Group panel on the right-hand side, under Name, enter the name of the group as you want it to appear on the final report. Your group name updates when you click out of this field.
  5. In Display Balance, choose whether to display account balances as positive when the balance is a credit or a debit.
  6. (Optional) Click Group Selection to add another group around your new group.
  7. (Optional) Click Add Switch Rule to move your selected group to another group if the balance is negative. Select whether to switch according to the balance of individual accounts or the entire group, and the group to switch it to.
  8. In the accounts grid, click the header of the group and drag to where you want it in the report. You can place it at the top level or within another group.
  9. Drag the accounts you want to move into your new group.

    Image showing Directors' Remuneration account highlighted and cursor pointing at the line under Remuneration prior to dropping the account into that group.

  10. (Optional) Summarize the account group in one line on the report by clicking the arrow to the left of the group name.
  11. When you've finished editing the report layout, click Done.
To select more than one account, hold the Ctrl key on your keyboard while you click each account with your mouse. You can also use the Shift key to select a range. Then you can drag all the accounts to the new location in one go.

Edit a group of accounts

  1. Click Edit Layout.
  2. Click the group you want to edit.
  3. In the Group panel on the right-hand side, edit the name, how to display the balance, and switch rules as needed.
  4. In the accounts grid, add accounts to the group by dragging. Hold the Ctrl key on your keyboard to select multiple accounts at once, or use the Shift key to select a range.
  5. (Optional) Summarize the account group in one line on the report by clicking the arrow to the left of the group name.
  6. When you've finished editing the report layout, click Done.

If you alter any top-level groups, you'll also need to check they are included in formulas and edit as needed.