See the included screenshot of the relevant line from the Row Set, and the resulting of the Liability Account lines in the generated Report output.

I followed all of the steps above, through publishing the customization project. The display shows 97 items, which I have to suppose are all of the Ob...

@shawn-p-slavin Would you be able to direct me to where I can find step-by-step directions covering how to format the excel spreadsheet to support imp...

@mcraig The user had access, but didn't know how to navigate to the additional Tenants via the Settings icon. They do now, thanks to you!

That was it. How do I mark your response as the solution? I don't see any way to do that other than a 'Like'

Yes. This occurs on only one output row. The entry is: #,##0.00;(#,##0.00)#,##0.00;(#,##0.00), which I now see appears to have been added twice. I was...

I know they have integrations they call 'connectors' for just about all ERP applications out there. If they installed a connector for you, it will ope...

@timrodman I carried through all of the changes and I am no longer getting Syntax Errors. The Column Set begins with a Budget YTD and Actual YTD then ...

@timrodman Sorry. The screen shot is from an excel spreadsheet which did not accept the '='. In the Column set, I did add the '='. If the formula n...

This screenshot displays the full syntax I am using. The True, False actions are the Column Identifier (E...) and 0 in all cases. IS that the corre...

@timrodman What is the full syntax of the Visible Formula shown in the first screenshot, above? I am setting up a report with columns for each Mont...

@timrodman So for a Company with a Fiscal Year that is April 2020 through March 2021, If they wanted a P&L Report that included October 2020 throu...

@timrodman Would this format work as well in the other direction, i.e. March 2017 April 2017... February 2018? If you cross over a fiscal year boun...

I would start with Avalara Support. They integrate with hundreds of ERP applications. If you are having a problem integrating with Avatax, they are th...

I knew I had seen it before, but I didn't remember where. I think I started looking AFTER I log in! Thank you very much for the assist.