How to reorder accounts within a P&L or balance sheet category

Change the order, sequence or position of accounts, groups and subgroups inside operating expenses, revenue, cost of sales or any P&L or balance sheet section; rearrange, sort, drag and drop.

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How ordering works in ScaleXP 1. Open the configuration page 2. Group the accounts you want to reorder 3. Drag groups and subgroups into the order you want 4. Check the result in your reports Related articles

Yes, you can control the order in which accounts appear inside a category such as operating expenses. ScaleXP orders a category by its groups and subgroups, so you arrange the accounts you want to reorder into groups, drag those groups into position on the Configure P&L, BS page, and the new order is used in your ScaleXP P&L and balance sheet reports.

How ordering works in ScaleXP

Each financial category (for example operating expenses) contains groups, each group can contain subgroups, and accounts sit inside a group or subgroup. Groups and subgroups can be dragged into any order within their category, and that is what sets the order of the accounts inside them. To position a single account exactly where you want it, place it in a group of its own and drag that group into place.

For the full picture of how categories, groups and subgroups are configured, see How to configure your P&L and balance sheet in ScaleXP (single company).

1. Open the configuration page

  1. Go to the Load Data tab.
  2. In the left sidebar, click Configure P&L, BS.
  3. From the dropdown at the top, select Profit and Loss or Balance Sheet.
  4. Click Expand all to see every account in each category.

[Screenshot: Configure P&L, BS page with the Profit and Loss / Balance Sheet dropdown and the Expand all button]

2. Group the accounts you want to reorder

  1. Check the box to the left of the account or accounts that should sit together.
  2. Click Create Group at the top of the page.
  3. Enter a name for the group and save it.

To move an account into a group that already exists, check its box, click Move to, and select the category, group or subgroup it belongs in. To create a further level, select accounts already in a group and click Create Sub Group; see How to create a second level of subgroup in ScaleXP reporting for two-level subgroups.

[Screenshot: accounts selected within operating expenses with the Create Group and Move to buttons visible]

3. Drag groups and subgroups into the order you want

  1. Find the six-dot handle immediately to the left of the group or subgroup name.
  2. Click and hold the handle, drag the group to its new position within the category, and release.
  3. Repeat for each group or subgroup until the category reads in the order you want.

Groups move within their category, and subgroups move within their group. To move a group into a different category, re-create it there by selecting the accounts, using Move to to place them in the new category, and creating the group again.

[Screenshot: dragging a group by its six-dot handle to a new position within operating expenses]

4. Check the result in your reports

Open a P&L or balance sheet report and confirm the accounts appear in the new order. To take an account back out of a group, use the ungroup account arrow next to the account on the Configure P&L, BS page. For a quick view of every account and its current grouping, see How to view all uploaded accounts and their groupings.

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