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'I would like to see a monthly amount column along with the annual to date figures on the dashboard watchlist.' has been merged into this idea

For small businesses: Settings & user roles

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Dashboard - Add a Monthly Average column to the Account Watchlist

having a monthly average additional column option in the account watchlist would be ideal and I would have thought a default setting that most people would want on their account watchlists...

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Omeed Howey shared this idea  ·   ·  Report…  ·  Admin →
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  • Annette Ainsworth commented  ·   ·  Report

    Hi I would like to see a monthly amount figure for the codes put onto the watchlist on the dashboard. As a bookkeeper this would be helpful to me to keep an eye on and it could show the small business owner how they are doing with sales and purchases at a quick glance.

    Thanks

    Annette Ainsworth

  • Pravena Patel commented  ·   ·  Report

    This would be really handy! Just a quick glance to see the figure of average monthly spend for past 12 months...

  • Omeed Howey commented  ·   ·  Report

    this is similar to another idea with month to month or quarterly comparatives but a bit simpler- just a monthly average to date by account