2 Replies Latest reply on Nov 4, 2013 9:09 AM by Paul Schwartz

    Sum specific account codes based on ledger values

    Paul Schwartz

      I have a field "Object Account" that contains the accounting codes for different debits and credits. For example 44001 is "Rent" and 44003 is "Utilities". I need to create categories that add several of the codes together based on relationship. So in this case I would select all codes that deal with revenue and create a section showing just those summed codes. I don't want the items that are not a part of the category to show. I have attached an excel document with a sample of the data I am working with.

      Thanks