July 27, 2021


Get reports with the exact date range you need directly in your inbox with the new relative date range option for Report Subscriptions

Some standard “My Reports” require fixed dates in the report parameters when running the reports manually. This made it difficult to get fresh data when subscribing to those reports. For these types of reports, you can now select relative start and end dates which will automatically change the date range depending on the subscription schedule. This means you will get fresh data without having to change the date parameters manually. See supporting documentation

 

 

 

Custom Financial Reports

For customers who have Custom Financial Reports (CFR), there is a new “type” column which has options for how the value will be returned for the selected row. Types include:

  • Default: the same as on individual (non-combination) reports
  • Beginning Balance: the sum of the beginning balance (as of the day before the time frame start)
  • Net Change: the net change for the column’s set time frame

 

Report row types can be updated individually or in bulk. See supporting documentation

 

 

Custom Financial Reports: No need to change the sign direction for YTD Income

For customers who have Custom Financial Reports (CFR), you no longer need to manually change the sign direction for YTD/Net Income options. The sign direction for these options will default to the correct setting moving forward and existing sign direction will remain the same. 





July 6, 2021


Save time on common transactions between GL accounts with allocation templates

Create templates for common transactions between GL accounts to avoid manual calculations and entry. Easily create a GL Allocation Template by selecting a source account and one or multiple destination accounts. For example, if you have an “undistributed funds” account that is commonly split between multiple “partner draw” accounts, this feature will allow you to create a template that calculates the percentages and creates the journal entries with the click of a button. See supporting documentation