Hello!
as i see the summary view for incomes and expenses is basicly the list of lines of sales or purchase invoices. In that view you can see “date” “transaction” (invoice ref. number), “customer” “description” “tax” “credit” and “balance”.
As that is the list of lines of invoices, is it possible to add tabs (columns) from invoice line “Qty” and “unit price” in that summary view.
That will be very helpfull because now you need to view (open) designated invoice to view those data. So i ask is there a way to customase it or to implement in program.
If there is any suggestions, please!
Davor
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@RECEDO_d.o.o, it is not clear what you are referring to. The Summary includes the balance sheet and the profit and loss statement. If you are referring to drilling down on account balances, you see transactions that contribute to the balances, not either “incomes and expenses “ or “sales and purchase invoices”.
It also not clear what you mean by “lines of invoices”.
Whatever you are trying to view, have you explored the Edit Columns feature? And have you considered the fact that transactions with multiple line items can have different values for the variables you mentioned?
Perhaps your inquiry will be clearer if you illustrate with screenshots.
Thank you for you reply! I will try to explan my wish in few screenshots.
On screenshot '1 you see what summary i refer to. Screenshot 02 shows the columns what i see when i look at it., Screenshot 03 shows view of designated sales invoice with marked coluns i wish to include in sales summary view. And finally, screenshot 04 shows how that summary sales view, i wish to look like (with marked columns includded.
That is not a summary. It is the drill-down on the Sales account from your profit and loss statement on the Summary page. It shows the transactions that contribute to the balance of the Sales account.
No, it doesn’t. This is something you have pasted together from other sources.
Again, no, it does not. This is a view of your Summary page, with your Sales account circled.
Once again, no, it does not. It shows the View screen of a sales invoice.
So you have added confusion. But allow me to guess what you actually want, despite what you have shown and failed to show. I think you want to change the content of the drill-down screen(s) when exploring the transactions that make up balances on the Summary page. You cannot do that, and that is not the way to obtain information like quantities and unit prices. The reason is as I already asked,
Let me illustrate what I mean. Suppose a sales invoice had 10 line items rather than 1. The program has no way to choose which one to show. Each line in the drill-down corresponds to one entire transaction. So your desired Qty and Unit price columns would make no sense, because there is no total of all items in the database. Nor is there a unit price for the entire transaction.
The way to find the information you seem to want is to use the General Ledger Transactions report. Even there, you will see totals for transactions. But those totals are hyperlinks. So you can drill down to see individual line items by viewing the transaction. You can also see the same information by looking at the Sales Invoices or Receipts tabs, as appropriate, and viewing the transactions.
To conclude, you cannot expect a summary to show you details. And that is what you are asking for.