Settings and activity
3 results found
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77 votes
Hi everyone, thanks for sharing how a detailed Profit and Loss report could support your workflow.
Atm, the Account Transactions report can be run grouped and filtered by Account, which could then be exported to Excel for further sorting and analysis. While we appreciate it takes a few steps, it can give you the transaction-level detail you’re after.
Alternatively, clicking on any figure in the Profit and Loss report will take you directly to the corresponding Account Transactions report, showing the individual transactions that make up that total.
Our product team has moved this idea to Not in pipeline, meaning it isn't on the foreseeable roadmap. However, the idea will remain open for votes so we can continue to monitor community interest as we plan for the future.
Sarah Rose
supported this idea
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9 votes
Sarah Rose
supported this idea
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7 votes
An error occurred while saving the comment
Sarah Rose
commented
It would be great if the above could be actioned. Because we do blanket coding of tracking codes, sometimes half the GST report is late claims, even though the GST component has not changed at all. It's a lot to wade through them at checking time, and 95% of them are not required.
Sarah Rose
supported this idea
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Good idea - I would love this