Run a balance sheet without having previous periods closed

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JoannaG

• September 22, 2022 15:14

Please - This is integral in general - especially when merging GL accounts is not possible. 

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• Official comment

  

  Permanently deleted user

  • September 30, 2022 00:16

  Hello Joanna,

  Thank you so much for this important feature request. I will be submitting this to the Product Development team for review. 

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  Patti Brown

  • August 16, 2023 16:24

  Hello Joanna,

  Has this been resolved? I just finished talking my finance director off a ledge asking for this exact thing.

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  JoannaG

  • August 17, 2023 13:57

  Hi Patti,  I've heard they are working on it but haven't seen any improvements.  The struggle is real....

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  Permanently deleted user

  • August 21, 2023 14:01
  • Edited

  Hello Patti and Joanna, 

  We have plans to refactor the Financial Reporter so periods do not need to be closed before running financial reports such as the Balance Sheet. We do not have a release date yet, but this is on our product roadmap. Thank you for your patience. 

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  JoannaG

  • December 14, 2023 21:12

  Hi Preasha - is this still in the works?  Since the most recent update, it has taken hours upon hours to open and close periods, run balance sheets and sometimes even run P&L's.  Why are there no improvements?  Only new roadblocks...

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  OP

  • December 28, 2023 20:37

  A work in progress for many months as I see now. Please update your customers with your deadline.

  Our struggles are beyond unfair. 

  Thank you. 

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