Just realized this could possibly be accomplished via Non-Financial Data - the only issue is we need to be able to further break it down by Class within certain companies, which NFD doesn't seem to support yet.
Hi Dennis,
There might be a couple of options we can use for custom layouts or adjustments here. I'm going to set you up with one of my product experts, and we can go through what you're after.
We'll try to understand exactly what you're trying to do.
I'll drop you an email personally now.
Dennis K
One reason we have to keep using Excel is due to topside shared cost allocations. Meaning we don't record the allocations in QBO, but rather present them as line items on the Excel P&L, right after EBITDA.
So shared costs in Company A get backed out and put onto the other companies' P&Ls based on their set allocation percentage.
It would be great to be able to do this in Joiin, even if manually.