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Author
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Topic: Income Statement - chart of accounts
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FNuser003
Member
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posted 04-30-2010 12:54 PM
 
We are using qualifiers /Fid *Fidelity
/ML * Merril Lynch, /GS *Goldman S
can I use qualifiers on a 12 month Income statement?
So I can tie in to Broker Statements
Int Income/Dividend Income etc.?
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fni_support
Moderator
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posted 04-30-2010 01:15 PM
Yes, you may use qualifiers on such reports. Once they are set up properly, using account qualifiers to customize reports is easy.To create a report that includes only accounts that have a specific account qualifier:
- Select Reports | Report Selection.
- Select the Account Qualifier command button.
- Type the characters that make up the account qualifier. Select OK.
- Select the report you want to produce.
Note: Remember, the account qualifier remains active until you tell the system it should no longer be active. If a report gives you results you do not expect, check to see if you left a qualifier in effect. Clear the qualifier to get the report you want.
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