Dashboard - Chart of accounts watchlist to include previous month
We utilise the chart of accounts watchlist as a quick snap shot of our month. It would be great to be able to add a previous month option to this. So we can see this month, previous month & YTD in this watchlist without having to run a P&L report to cross check everything
Nathan Jehu
shared this idea
Thanks for sharing this idea. We appreciate you sharing how having the previous month figures alongside current month and YTD data in the Chart of Accounts Watchlist could make for a much more useful at-a-glance view on the Dashboard.
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michael aria
commented
A chart of accounts watchlist is a smart way to keep an eye on the most critical accounts that impact your financial health. By regularly monitoring key items like cash flow, receivables, payables, and expenses, you can quickly spot irregularities, prevent errors, and make better financial decisions. It’s especially useful for maintaining accuracy and staying audit-ready.
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