Posted Tue, 27 Jul 2021 19:17:41 GMT by Vanessa Vielma Corporate Director of Operations
I need to add the account numbers to my reports
Posted Tue, 27 Jul 2021 19:50:28 GMT by System Administrator Portal Administrator User
Hi Vanessa,

I have created a case as while the process is straight forward it can also be intimidating at first. A technician can help assist you through all the steps. Below are the basics behind adding a GL account to a financial report layout.
  • Create the account number in the GL
  • Select the add to Financial Setup before saving the account in GL module. This will update setup and save a step
  • Maintenance : Financial Designer: Layout.
  • Select the report: Select Edit : Find the account on the left, and place it using the > (arrow) to push it to the right. 
  • Note: Account will fill in right below the row you have selected in the report.
I hope this helps and one of our techs will reach out on this matter via the case that was created on your behalf.

M3 Support

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