Practice | Report Packs - Ability to add any report
I would like to be able to add any available report into a practice Report Pack. At the moment, the available reports are limited to those within the Financial Statement realm.
I would like to produce a report pack that had all the reports i need for my annual working papers:
- Employee wage summary
- Bank Rec
- Tax depreciation report
- GST rec reports
Alison Haughton commented
I would like to be able to add custom reports within a client.
I have written a few custom reports for different clients and would like to create a pack rather than run each report each month.
Also the ability to pull a clients custom report into Advisor reporting would be useful
Angela Smart commented
Donnie Buchanan commented
Yes agree, it is taking too long to offer up more reports for HQ templates........we cant be advisors when all we can add is PL BS AR AP.............no GST / AS, no payroll, so many more........these are advisory fundamentals, perplexing to say the least
Renee Hall commented
Yes and payroll summary reports & Superannuation reports.
Clare Mannall commented
Ability to add the Executive Summary and short term cash flow to practice generated report packs. At the moment you can cope and paste it in a blank report but you can't auto generate it within a report pack designed by your practice for use amongst your clients.
Tamara Flemming commented
Building a customised firm wide report pack - want to know if it is possible to include:
• Activity statement
• Payroll employee summary
• Account transaction (for payroll clearing account)
• P & L for month (with comparisons for previous 2 months)
• Balance Sheet