Reporting Suggestions

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Jade Lee

• September 02, 2022 17:23

1. Financial reporting based on mapping at the GL account level rather than the report level (i.e., utilizing GL Accounting Reporting Group even for detailed reports) so as to allow for easy add of new GL accounts and updates to reports
2. Report definitions-allow for copying of existing Financial Statement Rows
3. Live reports rather than manually running new reports
4. Standard A/R and A/P aging reports with ability to run as of specific dates including open accounting periods
5. Functionality allowing closing of A/R and A/P independent of closing accounting period in full

3

• Official comment

  

  Preasha Hussain

  • September 06, 2022 14:24

  Hello Jade, 

  Thank you for taking the time to highlight all of these great Financial Reporting improvements. I will be submitting this request to the Product Development team for review. 

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• 

  Rebecca Ralls

  • September 11, 2022 17:44

  These would be great additions!

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