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'Receivable and Payable Invoice reports - Ability to add comparative columns' has been merged into this idea

For small businesses: Accounting features

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Reporting - Prior year comparatives to track the report periods

Ability to have the prior year comparatives track the report periods. Currently if a variance column is added to the reports the "Compare with" disappears.

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Colm Waldron shared this idea  ·   ·  Report…  ·  Admin →
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  • Joseph Carnuccio commented  ·   ·  Report

    Please create a report on Invoices by contact with comparison periods. Currently there is no functionality to do this, and the closest report you can generate is an income by contract report. However, this report includes all income items, being stimulus, FBT contribution, interest income, client refunds, ato refunds etc. It would be useful to run a report against client contact, so I can quickly compare income for specified periods against clients. This will assist with understand client movements and also will quickly highlight where clients have potentially been under or over charged.