Reporting - Prior year comparatives to track the report periods
Ability to have the prior year comparatives track the report periods. Currently if a variance column is added to the reports the "Compare with" disappears.
Colm Waldron
shared this idea
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Richard Rosenfeld
commented
Reporting - Please include a Year-to-date option in the "Compare with" drop-down.
Background - We regularly run Income Statements by month. I can choose a number of previous months which works fine but when I go to memorize a report that I use frequently, I have to update this "compare with" every month.
This would be useful in most reports that have the "compare with" drop-down. -
Richard Rosenfeld
commented
Looking out our month-on-month Income Statement is cumbersome. Adding "YTD" in the "compare with" field would be an upgrade to fairly standard accounting.
thanks. -
Joseph Carnuccio
commented
Please create a report on Invoices by contact with comparison periods. Currently there is no functionality to do this, and the closest report you can generate is an income by contract report. However, this report includes all income items, being stimulus, FBT contribution, interest income, client refunds, ato refunds etc. It would be useful to run a report against client contact, so I can quickly compare income for specified periods against clients. This will assist with understand client movements and also will quickly highlight where clients have potentially been under or over charged.