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Enhance P&L, balance sheet and trial balance. Add comparisons and drill down capability, select opening and closing balances ...

Introduce a capability to drill down into the details (accounts, sub-accounts, ledger entries) of a balance sheet, a profit and loss / income statement and the trial balances.

Also add additional columns to create comparisons for different periods (months, quarters, years) and allow to select opening, movement and closing balances.


Original idea:

The balance sheet and profit and loss statement does not have an option to view by sub-accounts detail.


El balance de situación y pérdidas y ganàncias no tiene opción de ver pror subcuentas detalle

  • Guest
  • Feb 4 2025
  • Open to voting
  • Aug 26, 2025

    Admin response

    Thank you for your idea.

    We have translated it to English and it is now public in the portal so all users can vote and comment.

    Your idea will be reviewed together with all other ideas and taken into consideration on our current plans to enhance Sage Active.

    We encourage you to keep sharing and voting ideas so we can make Sage Active better together.

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