Homepage - Profit and Loss - switch between viewing by cash or accrual
Profit and Loss widget needs to be able to switch between cash and accrual as per the app.
I also believe a GST payable could be another small widget so that business can see daily/weekly/monthly/qtr how much they should put aside for gst liability. As i constantly put this account onto the watched accounts dashboard for all clients and I know others do also.
Sheri Jupp
shared this idea
Hi Sheri, thanks for the feedback! The good news is that you can already choose whether the Net Profit and Loss widget on your dashboard shows on a Cash or Accrual basis.
Here’s how:
- On your Dashboard, find the Total Profit and Loss widget.
- Click the three dots in the top right corner of the widget.
- Select Edit.
- Click Change next to the "Accounting basis" section and pick your preference.
Since this customization is already built in, we’ve moved this idea to Existing Functionality and will be closing it for votes. This way, the widget can be tailored to show the data exactly how you need it every time you log in!
