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Settings and activity

5 results found

  1. Profit & Loss - Show breakdown of expenses & income by tracking category as rows

    32 votes

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    14 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Hazel Sheward commented  · 

    Is there any update on this. I cannot be the only person who struggles to get a SOFA format for our charity. This would make my life so much easier!

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    Hazel Sheward commented  · 

    This would be a really useful report for our charity. We need to see income and expenditure for each tracking category against budget. I cannot seem to find another way of doing this, except for exporting to excel which is incredibly time consuming.
    It would only involve doing a budget variance report with the option to put the tracking categories on separate rows.

    Hazel Sheward supported this idea  · 

  2. Profit and Loss - Filter tracking category by actual and budget

    46 votes

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    submitted  ·  13 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Hazel Sheward supported this idea  · 

  3. Gift Aid - Option to automatically claim Gift Aid

    8 votes

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    submitted  ·  4 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Hazel Sheward supported this idea  · 

  4. Reporting - Add Client's logo

    104 votes

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    submitted  ·  34 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Hazel Sheward commented  · 

    Please allow us to add our logo to the top of the reports. I compile our management accounts and it looks so much better - at the moment I have to edit in Adobe to add the logo!

    Hazel Sheward supported this idea  · 

  5. Tracking - Not For Profit Tracking Categories for Statement of Activities

    8 votes

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    submitted  ·  1 comment  ·  For small businesses » Accounting features  ·  Admin →
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    Hazel Sheward supported this idea  ·