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I have created a simple TB using the account ending balance function. I have noticed that the Dr/(Cr) signs are not accurate to the try account balance. ie the Payables account, which is a credit balance, is listed as a positive number instead of its true nature as a Credit account. Is there a simple way to correct this short of just adding in my formula a check for the account time and adding a "-" to the number.
Wanted to get thoughts as I just started using the software for reporting purposes.
thanks
Hi!
By default, Velixo follows the same convention as Acumatica and returns account balances the same way you would see them in the Account Summary screen. You can however change this in the workbook options so that a credit account would show up as negative. This is document here:
https://help.velixo.com/en/articles/5616994-options
With this option, all the account balances (less YTD Earnings) sum up to zero.