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.
Kate Clement
shared this idea
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Ben Wills
commented
Group by month is a definite must. Please :)
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Nadine Hyslop
commented
I agree with the title on this one - group transactions by month.
We need this option when pulling reports to sort/fix/tidy over multiple months. Currently it still sorts it by invoice date which doesnt help anything, rendering date sorting useless.
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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.
