Hi Michael, appreciate you re-raising this idea with us and would like to provide some clarification on how Profit or loss widget accounting basis is currently derived.
This is driven by the organisations Report preferences - Report preferences can only be set and changed by a user with the Adviser role in the organisation so if you do not have this permission you would need to contact another user who does.
Understand there is also the request for having an independent toggle that can be actioned from the Homepage and we will continue tracing interest for this here.
In terms of how the idea forums statuses work - When a post is moved to Existing functionality, or Feedback comments and votes are turned off however if you disagree or would like to provide feedback about the response there is an option within the email update you'll have received so you can respond/reply to the status update.
This is similar for ideas updated to Not in pipeline, with a core difference that voting remains open as we understand and want to keep tracking trends of support for a feature which is continually reviewed and considered - Not in pipeline doesn't mean never, but we want to set the expectation and be transparent with our customers so you can make the best decisions for your business.
We regularly review any responses to our updates and can take additional actions if needed - So please do feel free to use this option where appropriate. Thanks
Hi Michael, appreciate you re-raising this idea with us and would like to provide some clarification on how Profit or loss widget accounting basis is currently derived.
This is driven by the organisations Report preferences - Report preferences can only be set and changed by a user with the Adviser role in the organisation so if you do not have this permission you would need to contact another user who does.
Understand there is also the request for having an independent toggle that can be actioned from the Homepage and we will continue tracing interest for this here.
In terms of how the idea forums statuses work - When a post is moved to Existing functionality, or Feedback comments and votes are turned off however if you disagree or would like to provide feedback about the response there is an option within the email update you'll have received so you…
Michael Baguley
shared this idea
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