Account transaction report - Add YTD balance column
It would be so helpful to have a YTD column in the account transactions report. I run this report monthly for certain sales accounts to give to our marketing department and need the monthly amount and also the year to date amount however this report only allows me to show the period selected. This means I have to run 2 reports, one showing the monthly account transaction total and then one showing the year to date account transaction totals which I then combine in excel. Would also be good if there was a comparison to budget column.
5
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Michelle Eddy
shared this idea
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Kaci Magallanes
commented
On the new GL detail report, we need the YTD column added back, as well as an option to only show accounts with transactions that period.