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[SOLVED] Hide a line at zero in a financial report

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accountingreportingquickstart
5 Răspunsuri
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Jérôme Adnet (jea)

Hello everyone, 


In this post, I will show you how you can update the financial reports by removing some lines that are at zero to clean up the reports a bit.


First, you need to activate the developer mode in the general settings. Once it’s done, you will be able to access the “Financial reports” menu under the configuration of the Accounting app.


In the configuration of a financial report, you will find the section lines which are building the report (i.e. Assets, Liabilities, …)  : 



Under the report lines, you will find their children lines (i.e. Current assets, Fixed assets, …) : 



In each section, you will be able to tick the checkbox “Hide if Zero”, meaning that this section will be invisible if the balance is at zero in the report.



As an example, please find a video : https://watch.screencastify.com/v/hVvJHI8ceQuoL827HjT6


I hope this entry is clear and will help you.


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Siddharth Chikani

Hi JEA,

Still in most of the cases this feature does't help as this feature is at section level but usually customer wants that at account level in case a single account under that section will have some entries and balance.

When we unfold all it will still show zero balance account as the entire report grouping works on chart of account.

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Jérôme Adnet (jea)
Autor Cel mai bun răspuns

Hello Ramandeep,

In a technical point of view, this example is not applied for the Aged Receivable and Payable reports because it's not editable (even in debug mode). 

However, in a functional point of view, these reports include only unreconciled entries. If lines at zero appear in these reports, it means that some entries are balanced but not yet reconciled. So if you want these lines to disappear from the reports, you just need to reconcile the linked entries :)


0
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Ramandeep Arora

Hi Jerome,

But you will see that when you reconcile, it would show Total as Zero.
My question was that when you have Total as "Zero" which is As of "Today's Date", how it can be hidden. Consider if you run e-commerce store you would have 100's of End customers who would pay before receiving goods and over time this AR and AP report would be of no use as it would start to slow down.

Jérôme Adnet (jea)
Autor

Hello Ramandeep, according to me, if you run an e-commerce and have customers that already paid, entries are directly reconciled together and then, the lines at zero won't appear in the AR report.

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Poula milad
Cel mai bun răspuns

i applied all your steps while the accounts kept as is not hidden. any thing else i should do ?

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Muddasir
Cel mai bun răspuns

Is there a way to limit 0 values for Accounts Under Different Sections,
'Hide if Zero' only works with Groups of Similar Types of Accounts (Sections) with different Levels, but under different Sections, there are Accounts(COA) which are showing Zero Values.

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Dhivya N
Cel mai bun răspuns

How to do this for Trial balance ?

Because the menu not showing under the configuration of the Accounting app

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Ramandeep Arora
Cel mai bun răspuns

Great Example but how to Hide it for Aged Receivable and Payable Reports.?

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