Start a new topic

Split account codes by tracking categories

I would like to build a custom report with some of our account codes fully included in a group and some account codes split across groups using the tracking category. 

Is this possible?


1 Comment

Hi Duncan,

Thanks for the post, this is not something that we can do currently.

Joiin will not allow you to manipulate the account balances that we bring in from your source software. Meaning you will not be able to split accounts across multiple groups. 

I will make a note of your request and update you if anything surrounding this changes.

Apologies I couldn't give you a more positive outcome here.