The Report settings panel lets you control what information appears in your reports. These options are available in the Nominal activity, Trial balance, Profit and loss, and Balance sheet reports.
You can show or hide certain balances, filter out inactive or zero-value accounts, and adjust how your nominal codes display.
Once you update your settings, you can re-run the report to view the changes.
Cause
Resolution
Go to Sole Trader.
Open your report (for example, Trial balance, Profit and loss, Balance sheet, or Nominal activity).
Select Settings.
Choose one of the following tabs:
Balances – Choose whether to show opening balances, current period, or year-to-date values
Ledger accounts – Choose which accounts display, including the option to exclude inactive or zero-value accounts
Make your selections, then select Run report to apply the changes.
To return to the original settings, select Reset to defaults.
TIP:
You can combine your preferred settings with a custom view for quick access. To learn how, see Customise and save report views.