Formulae in reports

You can use a range of formulae in your reports, and these can be built in different ways! 

When you are in the report building page, simply drag the '+ NEW FORMULA' box to the area that you want to compute the formula.

You will then see a pop-up box where you can build your formula.


Referencing accounts

This is where you directly reference the account numbers you want in your formula- this will be specific to your chart of accounts.

For example: Days payabale

((#240000__240019)*-1)/(#5)*365

  • #5 means that all the amounts for all the accounts beginning with 5 have been added together
  • #240000__240019 means that all the accounts 240000 through to 240019 have been added together (note that the symbol here is two underscores, _ and _, with no space between them)

Referencing tags

You can also use ‘tags’ for groups of accounts. These tags can then also be used in calculations. Do watch out, however, for typos and capital letters: tags are case-sensitive.

Just a reminder on how to make tags: Simply select the pencil next to any line in your report and you can create a tag.


Possible operations:

The function signs are the same as in other applications: 

+ add

- subtract

/ divide

* multiply

# this will sum all numbers

__ (2 underscores) this will compute the range

Be careful! If you want to make a calculation involving figures, make sure the separator for decimals is a decimal point, not a comma (so use 1200.23 rather than 1.200,23 or 1200,23).

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