I've taken over a job where the old bookkeeper used lots of excel sheets, as well as Sage. I am setting up Sage, so that it takes away the need for most of the excel sheets.
I am creating a bespoke PL report, and am using the PL taxation section to display a dividend summary. At the moment, it totals the 2 codes used for dividends.
The expression is TaxationPeriodTotal1
What do I need to change this to, so that it will show breakdown, rather than a total?
The dividends (which are basically drawings - the accountant does the official divs at the year end) are posted to the directors loan creditor codes, hence why they are not naturally being picked up on the PL. I am trying to put together a bespoke PL, so that it looks like the excel sheet that the directors are used to seeing.
