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Only show actual data up to last period
I would like to create a report showing actuals and forecast for the whole year and only include actuals up tp the end of the last period (eg reconciled data) not current period data - which is incomplete most of the time.
Created 15 Sep 13:07
Reporting
1
We do this already!
3
Vote
A copy button for report items
Currently you can duplicate a report item (widget/ table) but if you want to copy one from page 2 to page 6 you need to duplicate and drag - this is difficult as the item won't move if there isn't the right sized space on the right page.
Created 15 Sep 13:03
Reporting
0
We do this already!
3
Vote
Show groups and accounts with group total below NOT ABOVE the data
All of my clients find it odd that the detail is shown below the total rather than above. I know this was the same in Adviser, but it would be nice to fix this.
Created 15 Sep 13:00
Reporting
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Not in our plans for now
3
Vote
Change @Report_Date to lose time stamp
The @report_Date placeholder is great but I would like the option to just have date, not time as well.
Created 15 Sep 12:51
Reporting
0
One for the future
4
Vote
Update the 'View Forecast' button to "Save forcast" as no one seems to be able to find organically where to save it without guidance.
Better UX to be able to find the save button
Created 13 Dec 23:54
Budgets & Forecasting
1
Not in our plans for now
4
Vote
Manual date entry for Manual Predictions function
Several accountants feel the scroll only function for the date when adding a manual prediction is fiddly and labour intensive especially if they have a number of manual predictions to create. They want to be able to over ride the date in type it in
Created 13 Dec 23:02
Predictions
1
Great idea- we're working on it!
4
Vote
Can we add an ability to turn the currency on/off as an additional to table formatting?
Maybe just showing the currency once in the report somewhere if needed? It looks a little messy and makes it hard to read.
Created 13 Dec 22:47
Reporting
1
Great idea- we're working on it!
1
Vote
Ability to upload and sync driver data
Ability to upload and sync driver data in the same way that a forecast can be synced using Google Sheets.
Created 08 Mar 10:48
Data input
0
Great idea- we're working on it!
4
Vote
Spread manual prediction throughout month
At the moment if I put in a manual prediction for what we might spend in a month on new assets for instance I only have the option to say that the entire month's expenditure is invoiced to us on the same day. I know I could do it as a weekly amoun...
Created 15 Aug 09:40
0
One for the future
4
Vote
Predict App for mobile
3mo ago Do you have a mobile app at all?
Created 15 Aug 09:22
1
One for the future
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