Each group of accounts in Joiin includes a debit/credit switch that lets you decide whether a credit or a debit is treated as a positive value. If a group of accounts shows an incorrect sign, use this switch to correct it.
To do so:
1. Run the report. Set Companies, Currency, Report period and Eliminations in the filters box at the top, clicking Apply changes in each one to run the report. The Layout button below shows the layout in use, the Columns menu holds the display options, and Export holds the download and print options.
2. Click the Layout button to open the Layout Selector. Built-in layouts are read-only, so to change the debit and credit settings, you need a custom layout. Click Create from built-in to make one, or use an existing custom layout.
3. Hover over the custom layout you want and click Edit to open the layout editor.
TIP: You can also hover over the Layout button on the report to show its edit pencil. On a custom layout, the pencil opens that layout for editing; on a built-in layout, it lets you create a custom layout from it.
4. Select the group of accounts you would like to edit by clicking on its name in the layout editor. The Edit Group window opens.
5. Click the This group contains accounts where box and select either Credit is Positive or Debit is Positive.
Credit is Positive shows credit accounts in the group as positive, which is the standard for Income, Liabilities, and Equity groups.
Debit is Positive shows debit accounts as positive, which is the standard for Expense, Cost of Sales, Asset, and Bank account groups.
6. Click Accept, then click Save to save your work. The report runs again using the updated layout.
NOTE: You can also set the budget favourability in the same section, choosing whether over or under budget is favourable.
For more on running reports, see Running Reports, and for more on building and editing layouts, see Layouts.