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jkugler1024
Level 1

Balance Sheet Report Grouping and Ordering of Accounts

Hello everyone, despite having what I believe to be appropriate configuration in my Chart of Accounts, I am seeing unexpected grouping and order of accounts on my Balance Sheet report.  Accounts receivable, bank accounts, and other current asset accounts are all grouped together in "Current Assets".  And furthermore, Accounts Receivable is displayed above the bank accounts.

I was expecting three separate groups ordered as follows:
Cash/Cash Equivalents
Accounts Receivable
Other Current Assets

I guess I was expecting the grouping on the balance sheet to be based on the "Type" field from the Chart of Accounts configuration.  I'm using "Cash and cash equivalents", "Accounts receivable (A/R)", and "Current assets" for the "Type" field. 

 

Does anyone know if there is a way to achieve the desired grouping and ordering on the Balance Sheet report?  Ideally, I would like to avoid the manual step of re-ordering in Excel.  


Thank you for any feedback!

Josh

 

 

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