Dashboard - Show account watchlist on cash basis
Allow an option for the Account Watchlist to show figures on a cash basis.
Clients are finding recent sales are not showing due to the current accrual basis of the watchlist.
9
votes

-
June Marcus commented
My business reporting is all on cash basis. The account watchlist is on accrual basis. This is very confusing, and make the account watch list a bit useless.
-
Wanita Keighley commented
My watch list is showing negatives for the YTD, why is that so and my reports show in accrual when in Financial settings I have ticked cash basis