Homepage - Ability to set widgets to show by cash basis
Watchlist figures should display as per the reporting settings.
Currently watchlist ONLY displays as accrual accounting... which means it's useless for CASH accounting businesses.
It would be great if all figures displayed are as per the accounting method of the business.
18
votes
Kasia Gazeas
shared this idea
Hi team, thanks for feeding back on the Homepage here!
It's actually already possible to show the 'Chart of accounts watchlist' on a Cash basis - This is controlled from the Report preferences page where a user with Adviser access will be able to set the accounting basis to Cash. 🙂
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Skilltec Training
commented
Totally agree with this. Would be really useful.