The Collapse Accounts feature allows you to quickly and easily build rollup reports, without changing the organization of your chart of accounts or hard coding the organization into multiple templates.
This feature uses the account hierarchy that already exists in your chart of accounts and rolls up to the selected tier of accounts. Take this following SCoA as an example.
In Qvinci's Report Editor, the %%accounts%% macro would normally display every account listed in the Expense section above. By clicking in the cell with this macro and going to the Account Chooser button, you can now choose the tier level that displays - without any hard coding.
1) Select the cell containing the %%accounts%% macro where you'd like to roll up your accounts. For our example SCoA above, we'll do this in the Expense section.
2) In the black editor bar, click on the "Account Chooser". If you don't see it displayed, try clicking on the arrow at the far right of the editor bar for the remaining hidden options.
3) Check the "Collapse Accounts" box and choose the lowest level of accounts you'd like to see in the section.
4) Revel in the glory of your rollup report - done without any coding or changes to your CoA! The screenshot below is with our SCoA example above, rolled up to Level 2. Notice that all Level 3 and 4 accounts are now in hidden rows, but still contribute to overall totals.