In this guide, you will learn how to edit the visibility settings of account groups in Netvisor for balance sheet and profit and loss statement reports in the financial statements. This ensures that the desired account groups and balances are displayed correctly on the reports.

The balance sheet and profit and loss statement reports in the financial statements are ready-made reports in Netvisor. However, you can edit which account groups you want to display on the financial statement report. These changes do not affect the balance sheet and profit and loss statement reports taken through bookkeeping reports. In Netvisor, the profit and loss statement and balance sheet in the financial statements have short and long formats:

Changes can be made through the specification of accounts.

You can edit the visibility settings of an account group in the specification of accounts from the xx-button at the account group's location:

If you want a certain account group and its balance to appear on the financial statement report, all account groups below it in the hierarchy must have identical selections in the visibility settings, meaning the account group and those below it in the hierarchy must not be in conflict with each other. If even one sub-group has a different selection in the settings, the balance of that account group will not appear on the report. 

The following points affect whether the account group is displayed in the short and/or long format of the profit and loss statement. There are also corresponding selections for the balance sheet accounts:

 

 

If you want to delete the subheading and sum "profit before extraordinary items" from the profit and loss statement, you can do so as follows:

  • Go to the specification of accounts in Netvisor.
  • Find the "accounting act 2016 settings" view.
  • Click "Save" at the bottom of the view.

This action removes the row from the profit and loss statement if there are no longer any extraordinary items in the profit and loss statement formula.

This article has been translated using an AI-based translation tool. The contents or wording of these instructions may differ from those in other instructions or in the software.


Did you find it helpful? Yes No

Send feedback
Sorry we couldn't be helpful. Help us improve this article with your feedback.