Tricia1988's avatar
Tricia1988
Cover User
11 years ago
Status:
Done

Reports: Ability to produce reports for more than current, next and last financial years (historical information)

It is very frustrating that reporting is not available more than the 12 months prior to the current financial year. Now that we have been in the business for nearly 5 years we would like to look at a...
Historical Reporting
Reporting
Kym__Yeoward's avatar
Kym__Yeoward
Ultimate Partner

As an accountant dealing with multiple clients, I'm frustrated that I cannot run the GL Detail Report for prior years - particularly when I'm researching an asset, liability or equity account - that is, what its' balance comprises.

It's particularly important at year end, when I'm preparing the annual accounts.

 

Currently I have to instead run a Find Transactions query and then save the screen as a GIF picture, using the Windows 10 Snipping Tool. An unprofessional solution.

 

Kym Yeowarrd CPA ACIS

Darwin

Mike_James's avatar
Mike_James
Ultimate Partner
9 years ago

Hi Kym__Yeoward, the Account transactions (Accrual) report can be run for prior years. There's no opening/closing/running balance. I'd like to see a GL summary report that could be run for any prior year, in support of this transaction report.