Is it possible to create a secondary balance sheet and/or income statement in Epicor FP&A?
For example, we have our standard balance sheet, but I want to create a second balance sheet using different categories with different accounts in them.
The accounts currently housed in “Property & Equipment” may not be in “Property & Equipment” in the secondary balance sheet, so the expand row wouldn’t work. I’d need to go into Dimensions and move them to different headings, but I don’t want to remove them from my original. I don’t see any way for an account to be a member of two different balance sheets (Like balance sheet orig and balance sheet secondary) in different places.
I can duplicate the balance sheet just fine. I cannot put the accounts under different balance sheet headings without removing them from the original BS heading and screwing up the way it appears in the 1st balance sheet.
Sure this is possible to do, start off doing what @Moreno.Mauricio stated and clone the balance sheet (don’t forget to rename it as “BS FP&A” or whatever.)
