Very poor reporting

Problem reported by Guy Ferguson 10 years ago

I find it amazing that you are looking into adding CRM when simple and very basic financial reports are very difficult to print and require extensive work in excel after exporting. I need to print odd a P&L to send to my bank. Full Financial year 1st May 2014 -Apr 2015 I also need to send them a Balance sheet for the same period. I don't want to send them every but of detail, just main headers / totals. I want one column that is for the year not a month by month.

This is a very basic request which is impossible to do in clear books without al lot of faffing about in excel. I could do this in our old packages, MYOB & Sage years ago!

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4 Replies

Hi Guy

This should do what you need:

file

10 years ago

Not just a pretty face John! ;-)

It might have a bit too much detail on but it's as close as Guy's going to get without messing around externally.

10 years ago

oh good shout Kevin!

10 years ago

Sorry Guy,

Currently the development team are focusing on performance issues - the CRM is not a top priority. We shall be releasing a road map in the future to make it a bit more clear what the priorities are in the development team.

As for your reporting request - I have to be honest and say this is not something lots of other customers have been asking for, however would it be possible to add some screen shots of the kind of report you are after? Would the P&L look something like this for example -i.e just the account group headings with the total column only (removing the box in the middle)? Is this the same kind of report you would like for the balance sheet too?

file

10 years ago

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