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JKubinski
Level 2

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How do I set a global customization? I do not want to customize every single GL I need to look at when reviewing the books. I want to customize the reports globally so when I run the P&L or the B/S and drill down into one of the GLs I will have the same customized layout every time.

 

The new layout uses confusing language to describe the columns AND it duplicates names even though the data in those columns are different.

 

For example, there are two column headers named "Account Name". That header lists the GL account being viewed and the GL account the transaction was split with. These are two totally different pieces of information yet the column header reads the same.

 

Furthermore, the "Account Name" column header is for GL being viewed but "Full Name" column header is ALSO for that same GL being viewed but adds the GL # in front of the GL name (i.e. Account Name = Distributions & Full Name = 320 Distributions). This is unnecessarily confusing - it takes up space and because someone decided to put the Date column (which is actually important) all the way to the far right depending on your monitor size you may be required to scroll to the right to see data you actually need unlike if that information is placed on the left side of the screen the result never requires scrolling because the layout always defaults to reading from left to right. 

 

Please globalize the customization so we do not have to customize each time we drill down into a GL on a report. This will be very important is the classic view is set to expire in just a few days.  

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