In this guide, you will learn how to edit the visibility settings of account groups in Netvisor for balance sheet and income 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 income 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 income statement reports taken through accounting reports. In Netvisor, the income statement and balance sheet in the financial statements have short and long formats:
Changes can be made through the account list.
You can edit the visibility settings of an account group in the account list 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 income statement. There are also corresponding selections for the balance sheet accounts:
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