Add account balances and profit information to a letter

Add an account balance

Select
File
, then
Report Designer
.
Select the
+
next to the Letters folder.
Double-click the letter you want to edit.
Save a backup (recommended):
Select
File
, then
Save As
.
Give your letter a new name.
Select where you want the balance to display.
Select
Insert
, then
Formula
.
Expand
Chart of Accounts Activity
Core
.
Select the
Amount
variable to insert
[ChartofAccountsActivity.Core.Amount]
in the Formula pane.
Select
OK
.
In Cell Properties, select the following:
Grouping type:
Accounts
Grouping content: Enter the account number (for example, 101)
Period:
CY
(Current year-to-date)
Amount type:
BA
(balance)
Basis:
RPT
(report)
Select
OK
to save.

Add the year-to-date net profit amount

Select where you want the profit to display.
Select
Insert
, then
Formula
.
Expand
Chart of Accounts Activity
Core
.
Select the
Amount
variable to insert
[ChartofAccountsActivity.Core.Amount]
in the Formula pane.
In Cell Properties, select the following:
Grouping type:
Account Classification
Grouping content: INC (Income)
Period:
CY
(Current year-to-date)
Amount type:
BA
(balance)
Basis:
RPT
(report)
Select the plus (+) Operator button.
Select a Grouping content value to include in the formula, then the plus (+) Operator button. Repeat this step for each of the following Grouping content values:
OI (Other Income)
COS (Cost of Sales)
EXP (Expense)
INT (Interest)
TAX (Tax)
Select the multiply (*) Operator button, the minus (-) Operator button, then enter
1
in the
Amount
field (for example, *-1).
Select
OK
to save the formula.

Add the month-to-date net profit amount