Special Accounts - Intermediate Landing Page

1

Dear @lubos,

is it possibile, like many other tab in Manager, instead of having a long list of all the special account to have an intermediate landing page, of the control accounts with their subtotals. By clicking on them you will have the detail of the special accounts.

3 Likes
2

Removing from ideas because I think this has been solved with new custom reports.

Under Special Accounts tab, you would create new custom report where you Group by by column that diffenciates them (I assume that would be some kind of custom field).

Then viewing the custom report, it would give you total balances per each group. Clicking onto total balance would take you to that specific group of special accounts.

2 Likes