Add a new report called 'Transaction Search' this report will list all transactions across my Entities and allow me to add filters, such as Date, Name, Amount etc to search and find specific transactions.
Add a new out of the box Dashboard specifically focused on Customers. Some of the Metrics that could be included on this Dash are: New Customers MTD & YTD Previous Month & Year Repeat Customers MTD & YTD, Previous Month & Year Orde...
It would be good to add a Working Capital (also known as Current Ratio) KPI using the below calculation: Current Ratio = Total Current Assets / Total Current Liabilities
