# Receipt and payment / Bank summary - BS/PL grouping **URL:** \ **Category:** Uncategorized\ **Created:** [January 8, 2023, 4:53am UTC](https://forum.manager.io/t/receipt-and-payment-bank-summary-bs-pl-grouping/44888 "2023-01-08T04:53:18Z")\ **Posts on this page:** 12\ **Page:** 1
**Author:** ![Partha](https://sea1.discourse-cdn.com/flex019/user_avatar/forum.manager.io/partha/32/55612_2.png) [@Partha](https://forum.manager.io/u/Partha)\ **Post date:** [January 8, 2023, 4:53am UTC](https://forum.manager.io/t/receipt-and-payment-bank-summary-bs-pl-grouping/44888/1 "2023-01-08T04:53:18Z")
Can there be a facility of group and sorting the expense head as balance sheet and profit loss ; now these reports are sorted alphabetically on the account name ---
**Author:** ![Paul\_Andersen](https://sea1.discourse-cdn.com/flex019/user_avatar/forum.manager.io/paul_andersen/32/42335_2.png) [@Paul\_Andersen](https://forum.manager.io/u/Paul_Andersen)\ **Post date:** [January 8, 2023, 4:59am UTC](https://forum.manager.io/t/receipt-and-payment-bank-summary-bs-pl-grouping/44888/2 "2023-01-08T04:59:01Z")
I’m not sure I understand what you mean/require … could you explain further ---
**Author:** ![Partha](https://sea1.discourse-cdn.com/flex019/user_avatar/forum.manager.io/partha/32/55612_2.png) [@Partha](https://forum.manager.io/u/Partha)\ **Post date:** [January 8, 2023, 5:05am UTC](https://forum.manager.io/t/receipt-and-payment-bank-summary-bs-pl-grouping/44888/3 "2023-01-08T05:05:13Z")
Today receipts and payment are simple listing on basis of alphabet; Suggestion / Request is Receipts Balance sheet Account head profit and loss Account heads Payment Balance sheet Account head profit and loss Account heads cheers ---
**Author:** ![Paul\_Andersen](https://sea1.discourse-cdn.com/flex019/user_avatar/forum.manager.io/paul_andersen/32/42335_2.png) [@Paul\_Andersen](https://forum.manager.io/u/Paul_Andersen)\ **Post date:** [January 8, 2023, 5:30am UTC](https://forum.manager.io/t/receipt-and-payment-bank-summary-bs-pl-grouping/44888/4 "2023-01-08T05:30:37Z")
I’m still a little confused … perhaps a screen shot of what Manager presents now and a modified or manually created screen shot of what you are looking for will best explain what you are after. ---
**Author:** ![Partha](https://sea1.discourse-cdn.com/flex019/user_avatar/forum.manager.io/partha/32/55612_2.png) [@Partha](https://forum.manager.io/u/Partha)\ **Post date:** [January 8, 2023, 6:34am UTC](https://forum.manager.io/t/receipt-and-payment-bank-summary-bs-pl-grouping/44888/5 "2023-01-08T06:34:56Z")
![rp-manager](https://us1.discourse-cdn.com/flex019/uploads/manager1/original/3X/0/4/04ab15ca5f74fdb6196fae79405859a099324aaf.jpeg) sub heading of balance sheet & profit & loss Receipts ----------------Balance sheet --------------------Account head --------------------Account head ----------------profit and loss --------------------Account head --------------------Account head Payment ----------------Balance sheet --------------------Account head --------------------Account head ----------------profit and loss --------------------Account head --------------------Account head Hope i could communicate my suggestion ---
**Author:** ![Paul\_Andersen](https://sea1.discourse-cdn.com/flex019/user_avatar/forum.manager.io/paul_andersen/32/42335_2.png) [@Paul\_Andersen](https://forum.manager.io/u/Paul_Andersen)\ **Post date:** [January 8, 2023, 6:41am UTC](https://forum.manager.io/t/receipt-and-payment-bank-summary-bs-pl-grouping/44888/6 "2023-01-08T06:41:08Z")
To me it looks like you have redrafted the Profit and Loss Report via Chart of Accounts … Am I to assume that you are looking to combine both receipts and payment made to the Profit and Loss and the Balance Sheet? If that is the case I would suspect that you would need to create a Custom Report. ---
**Author:** ![eko](https://avatars.discourse-cdn.com/v4/letter/e/a8b319/32.png) [@eko](https://forum.manager.io/u/eko)\ **Post date:** [January 8, 2023, 7:11am UTC](https://forum.manager.io/t/receipt-and-payment-bank-summary-bs-pl-grouping/44888/7 "2023-01-08T07:11:05Z")
Is the Trial Balance report (under reports) not providing such, i.e. P&L and Balance sheet in the same report? ---
**Author:** ![Partha](https://sea1.discourse-cdn.com/flex019/user_avatar/forum.manager.io/partha/32/55612_2.png) [@Partha](https://forum.manager.io/u/Partha)\ **Post date:** [January 8, 2023, 7:43am UTC](https://forum.manager.io/t/receipt-and-payment-bank-summary-bs-pl-grouping/44888/8 "2023-01-08T07:43:44Z")
It is an easy way of looking at your receipt and payment on how much i have spent on revenue expenditure and how much on capital expenditure ; Trial balance include journal entries and other amortization entries passed ---
**Author:** ![Partha](https://sea1.discourse-cdn.com/flex019/user_avatar/forum.manager.io/partha/32/55612_2.png) [@Partha](https://forum.manager.io/u/Partha)\ **Post date:** [January 8, 2023, 7:44am UTC](https://forum.manager.io/t/receipt-and-payment-bank-summary-bs-pl-grouping/44888/9 "2023-01-08T07:44:25Z")
i had tried custom report, but you cannot put the opening and closing balance. atleast i donot know how to do it. ---
**Author:** ![eko](https://avatars.discourse-cdn.com/v4/letter/e/a8b319/32.png) [@eko](https://forum.manager.io/u/eko)\ **Post date:** [January 8, 2023, 7:55am UTC](https://forum.manager.io/t/receipt-and-payment-bank-summary-bs-pl-grouping/44888/10 "2023-01-08T07:55:41Z")
> [@Partha](#): > > It is an easy way of looking at your receipt and payment on how much i have spent on revenue expenditure and how much on capital expenditure ; Then the General Ledger Transactions report where you can either list all or only selected accounts per period or the General Ledger Summary report would provide you with this. ---
**Author:** ![Partha](https://sea1.discourse-cdn.com/flex019/user_avatar/forum.manager.io/partha/32/55612_2.png) [@Partha](https://forum.manager.io/u/Partha)\ **Post date:** [January 8, 2023, 12:35pm UTC](https://forum.manager.io/t/receipt-and-payment-bank-summary-bs-pl-grouping/44888/11 "2023-01-08T12:35:59Z")
i created this report using custom report. probably developer could explore giving more options when these standard reports like in custom reports. It is not so nice as what receipts and payment report looks but serves the purpose ---
**Author:** ![Ealfardan](https://sea1.discourse-cdn.com/flex019/user_avatar/forum.manager.io/ealfardan/32/63166_2.png) [@Ealfardan](https://forum.manager.io/u/Ealfardan)\ **Post date:** [July 5, 2026, 8:08pm UTC](https://forum.manager.io/t/receipt-and-payment-bank-summary-bs-pl-grouping/44888/12 "2026-07-05T20:08:58Z")
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