Is it possible to produce a TB (or P&L) report in the format set out below using Datadear?
Account code, Account name, Account Type AND Tracking Category - i.e. to split account balance into each category
Periods in chronological order (not reverse order)
Account balance for P&L accounts being for the period only not cumulative
The data must be in there, but I just can’t get at it!
The attached file is the output I’m trying to achieve. I don’t currently use datadear but would do if this output is achievable.
I’m using tracking category for cost centre reporting, but it needs to be more sophisticated/flexible than the reports in Xero allow.