Books health – Filter transactions by a client-specific date range
It would be useful to select a start and end date for an individual client in Books health, so that the issues and transactions shown relate to the period currently being worked on.
For example, when preparing a VAT return, I would like to focus on missing invoices, receipts and unreconciled transactions within that client’s VAT quarter, without having to work through items from later periods at the same time.
Ideally, the selected date range could also be applied when creating a client chase, so the request includes only the items relevant to that period. It would be helpful to be able to change the range for each client and for different types of work, such as monthly bookkeeping, VAT returns and year-end accounts.
Andrew Housley
shared this idea
Thanks for the feedback, Andrew. Appreciate how being able to filter by a set period could be handy when you're just trying to focus on a period at a time.
This is something we'll start to get a wider feel for from your idea here.
I'll share if there are any updates. 🙂
