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bnavarre
Level 3

How do I collapse the subcategories in a balance sheet report?

When I run a balance sheet report, all of the categories are expanded. I want to collapse them so I can present a management summary. For example, they do not care how much is in each individual bank account, they just want to see the total of all accounts. Same with fixed assets, credit cards, etc. When I try the "Collapse" button on the report screen, the only category that collapses is the "Accounts Payable" category. All others remain expanded.

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