Reports - Group account transactions by month
I would be good to be able to carry out data analysis of each nominal code and therefore group the account transactions by month with totals rather than by week which will ultimately tie back to the P&L. This would make it useful when carrying out data analysis from the P&L.
4
votes
Kate Clement
shared this idea
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Chad Cole
commented
Hi Kate,
Currently the "Grouping/Summarising" area has a date area which will group by exact date. However, a more relevant grouping method would be by Month, in which you can then quickly analyse the Running balance for the relevant month/s being analysed.