Homepage - Chart of Accounts customise columns
I would like to customise the columns that appear in the chart of accounts watchlist. I would like have yesterday's closing balance, last month's closing balance, and the change.
I use the watchlist to monitor clearing accounts, such as daily takings clearing accounts, and being able to spot when a balance has gone awry would be very helpful not only for me but for our team who reconcile these clearing accounts.
Would be even better if we could add more than one instance of the watchlist then we could have one for clearing accounts with the columns described above, and another for key accounts we want to monitor over a different time period, such as sales, purchases, etc.
Kyle Stutter
shared this idea
Really appreciate hearing the detail of why this idea would be useful and how you use the Watchlist on the Homepage.
We value all the feedback we're receiving on this new experience from our customers here and will share if there are any changes for this planned, here.
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Jon Shepherd
commented
When adding the budget column to the COA Watchlist on the homepage, data is pushed off horizontally, creating a need to scroll to see all figures. It would be helpful if the padding between columns could be reduced, or we could toggle the option to remove decimals, or opt to have figures shown in different multiples (k or m).
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Lisa Bindon
commented
I don't like how I now have to scroll through the chart of accounts watchlist - I used to be able to see this at a glance...the formatting has made each line take up too much space
I have tried using the edit homepage function, but then I end up with a very hodgepodge-looking homepage....and the chart of accounts still needs to be scrolled at the larger size.
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Michelle Haines
commented
To be able to customise the dates in p&l and accounts watchlist more. Current dates selections are very limited. For P&L I'd like to see the current month (rather than last month). Also, to be able to compare numbers YoY (for example) rather than just to budget.
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Trish Giunta
commented
Chart of Accounts Watchlist
I would like it to only show some accounts if their balance does not equal 0
Rather than reporting it when the account is 0 and just occupying space.This would be useful for Wages Payable, Superannuation Payable, Suspense accounts and various other accounts