Ability to customize Drilldown sheets

Posted 16 days ago by Damien Zwillinger

Damien Zwillinger
Damien Zwillinger Admin

0 Votes

Creating on behalf of John B.


I would like to see a column to the right of column C that essentially says “Offset.” Then in the row for Meals and Entertainment in that example, the Offset column would show “Credit Card Offset.” 

Being able to see the distribution account and expense account right next to each other would be incredibly useful, if it is possible. We do a lot of spend by account analysis instead of spend by entity analysis, and since each entity has multiple accounts, currently the only way to obtain that information is through manual input.

0 Votes


0 Comments

Login or Sign up to post a comment