
cpinto (Customer)
Will the Xappex - G Connector app be able to create a "Percent of" column? For example, my client is requesting a custom Balance Sheet and Income Statement with a Percent of column. See example below. Custom Financial Report Definitions does not have this capability.
Expand PostHere is a link the documentation for the formula on Xappex.com's website: https://www.xappex.com/docs/g-connector/basic-features-g-connector/integration-with-accountingseed/
Expand PostI was able to build my custom P&I report. But periods have to be closed for YTD to work. And the loading times are excessive when loading more than a period or two.
Expand PostNo. The custom report generating tools are very difficult for such an expensive program.
Expand PostHave you found any good resources on it?
Expand PostIt would be great if Accounting Seed produced a knowledge base article on using this tool.
This way usage instructions would show up in searches on the website.
For example, it took me a couple of tries to realize that the "YTD" term only works up to the last closed period. If you include an open period in the range, the YTD values are incorrect.
Expand Post
Related Articles
Record a Vendor Refund 286Number of Views Summer '24 Configuration Changes 737Number of Views Create Billing from Work Order 452Number of Views Cancel an Unpaid Non-Inventory Sale (Apply a Credit Memo) 448Number of Views Set up Accounting Seed (AS) Native Tax 633Number of Views Create an Installed Asset Record (Average Cost) 327Number of Views PDF API Field Names 399Number of Views Setting Up Salesforce Hosted MCP with Accounting Seed 1.07KNumber of Views Accounting Agents Production Setup 533Number of Views Accounting Agents Sandbox Setup 641Number of Views