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New : Direct access to the accounting transaction details from your report
Now when you use the Accounting widget, the revenue (or cost) amount will appear underlined in your report. You can just click on it to see all the underlying details! A major time saver to close your periods or analyze your P&L.
Here is how it works:
Accounting revenue
This widget shows a revenue or a cost.
You can filter per accounting code, accounting family, or group of accounting families.
If it's a cost, you can invert the sign (if necessary) and check the box "Is an expense or a cost" (the option is about the relationship between actual numbers and budget - when the box is checked, it will show the exceeding budget as red and not reaching the budget as green).
In a calculation line
Using "Accounting Revenue" widget as a cost line in your calculation can be tricky, especially when choosing the sign in the formula:
Choosing the subtraction or addition in your calculation formula will depend on two factors:
- If costs are coming in as positive or negative amounts
- And how you want to see them in your P&L - as positive values or as negative ones
For example, if they are coming in negative and if you want the cost amounts shown with the minus sign in your P&L, then you need to:
- choose "do not invert the sign" option for each cost line
- treat them like negative amounts in your formulas (i.e. use the plus in your formula to add up costs and also use plus sign to deduct them from revenues, so $revenue line + $cost line)