Settings and activity
3 results found
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29 votes
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Sean Meredith
supported this idea
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94 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.
Sean Meredith
supported this idea
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63 votes
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Sean Meredith
commented
On aged receivables and payables, it would be useful if in the "Columns" dropdown box if it could show outstanding CIS like it does with outstanding VAT.
It would be useful to see at a glance the outstanding CIS for both fully outstanding and also part paid invoices.
Sean Meredith
supported this idea
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I'd like there to be an audit trail of when CIS statements are sent to subcontractors.
If you send out CIS statements through the system and a subcontractor is saying they have not received it, there is no audit to prove it has been sent.