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Financial Report at Particular date instead of as of Today

Financial data (e.g. Receivables) need to be able to be backdated e.g. quarterly, half yearly etc. rather than perpertual updated at the date of producing Financial Reports.

This is useful for reporting purposes, especially if you are being audited.

Thanks

4 votes
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    CEFPIbook shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →

    2 comments

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      • Administrator One commented  ·   ·  Flag as inappropriate

        When we ask for an income report it doesn't include invoices paid this month as it categorises the invoice by issue date rather than paid date. This is a HUGE problem as it inaccurately reports income. We are told the only way around this is to export all the information manually. As we are only a one person office we purchased your product to save time not take up extra time. I've never worked with a system that can't report payments at the time of payment. Please fix.
        Thank you

      • Administrator One commented  ·   ·  Flag as inappropriate

        When we ask for an income report it doesn't include invoice paid this month as it categorises the invoice by issue date rather than paid date. This is a HUGE problem as it inaccurately reports income. We are told the only way around this is to export all the information manually. As we are only a one person office we purchased your product to save time not take up extra time.

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