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Settings and activity

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  1. 3 votes

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    'Shawn Hedden' shared this idea  · 
  2. 20 votes

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    'Shawn Hedden' supported this idea  · 
  3. 19 votes

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    'Shawn Hedden' supported this idea  · 
  4. 10 votes

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    'Shawn Hedden' supported this idea  · 
  5. 12 votes

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    'Shawn Hedden' commented  · 

    a way, either through custom fields/reports or within the edit options, to be able to run both a single month AND a YTD income statement with prior year comparisons on a single report? This is how my board prefers to review financials but I’ve found that I’ve needed to pull two reports and manually combine them. Please see attached for an example. In this example, we’re looking at both April 2024 with p/y comparison as well as Jan-April with p/y comparison.

    I’ve found that combining these statements manually lends itself to error, for example if one report has activity in a certain account but the other statement does not, the line items don’t line up exactly.

    'Shawn Hedden' supported this idea  ·