Reporting - Suggestion for matching/filtering Balance Sheet items to show 'open' amounts
Only show 'open items' on Balance sheet
Have an ability to match items in a balance sheet account, so only the 'open amounts' (which make up the total) are visible eg for accruals - don't have to see all the old accruals, and the invoices that have cleared these out. Would be able to see summary of just the 'open amounts'
Eliza Levien
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alot ubvid
commented
To improve reporting on the balance sheet, it would be highly useful to have a feature that allows filtering or matching of account items so that only 'open amounts' are displayed. This means users could focus on outstanding balances, such as pending accruals or uncleared invoices, without being distracted by historical cleared transactions. By summarizing just the open items, the balance sheet becomes more actionable and easier to analyze, giving a clear view of what is still outstanding. For example, similar to how step-by-step guides simplify complex tasks, like unlocking Story and Rivalry Mode in games https://pixelcaracerapks.com/how-to-unlock-story-and-rivalry-mode/ , this feature streamlines financial insight for more efficient decision-making.
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alot ubvid
commented
A useful enhancement for reporting would be the ability to match or filter balance sheet items so that only open amounts are displayed, making financial reviews cleaner and more actionable. By showing only outstanding entries—such as active accruals, unpaid invoices, or pending adjustments—users can avoid clutter from historical transactions that have already been cleared, while still maintaining the correct total balance. This feature would allow finance teams to quickly identify liabilities and receivables that require attention, generate a concise summary of open balances, and improve reconciliation efficiency. Similar to how streamlined digital services simplify access to important data, such as the Aadhaar card download process available at https://myaadhaaruidaii.net/aadhaar-card-download/
, this reporting improvement would enhance usability, transparency, and decision-making accuracy.