I was wondering if there could be an area created to move all information from a previous year end and store it so it wasn't showing on the current dash boards, therefore when you look at your dashboard you can immediately see any incoming or out going information and your current years balance.
Guest
Hello
You can change the filters on the dashboard so it only looks at the current year. You can access these filters by using the Display Options menu item from the top right of the dashboard.
Thanks
Natasha