Financial Statement Formatting Not Appropriate
released
L
Lara Carter
The new view of the financial statements is confusing and misleading. Accounts with subaccounts are indented rather than being in line with accounts at the same hierarchy level. In addition, the bolding of accounts with subaccounts within a same level of hierarchy is adding confusion during review. I feel like non-accounting professionals are designing the reports and the interface.
Autopilot
Merged in a post:
G/L not formatted correctly
T
Tina Cherrier
When viewing the g/l as a modern report the chart of accounts are not formatted properly, it is randomly moving BS and EXP accounts to the end of the report. Example being our account 140 and 500 are showing after account 999. It appears this is only affecting g/l's that have to be emailed because they are "too large" (which Intuit needs to figure that whole issue out as well) other than exporting to excel and cut/paste to the correct order I have found no workaround. The Intuit tech's I spoke with were as helpful as they could be but this issue needs to be corrected.
Subhanan Sahoo
updated the status to
released
This issue has been fixed. Now, the hiercical display of accounting on financial reports are correct and there are no extra highlighted rows.
Please let us know if there are issues which persist.
Autopilot
Merged in a post:
Profit & Loss alignment/hierarchy is horrible
J
Jonathan Bello
In the Modern version The next major/top level expense does not line up with the 1st.
In this example 6110 should not indent as much as it does. It looks like it is a sub category of 6000
I've included a snip of modern, classic and the COA
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Subhanan Sahoo
updated the status to
planned
Subhanan Sahoo
updated the status to
not planned
Have added this item to our backlog for implementation.
S
Sheri T
Agreed. I always select the link to view the old format because the new format is not accurate according to financial statement guidelines.
The status was updated to
under review