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Report dates

When running a report and selecting the 'year' as the dates, the dates shown do not agree to the accounting period for the client it simply uses a default 31 December year end date.

It would be useful if it linked to the accounting year end date as clients may not be aware of this issue and use the data for the incorrect dates without realising.

  • Guest
  • Feb 6 2018
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  • Anne Ruskin-Wyer commented
    30 Jan, 2021 03:17pm

    Agree, this for me would be extremely useful that the period dates in reports actually sync with the system/company financial start and end dates. It is too easy to miss and end up trying to reconcile something when in fact the data is correct by you have selected the wrong dates because you have to always manually change them.