Currently Account Balances in Company Snapshot only show the accumulated income for any category. I would like a dropdown menu to be able to select monthly, quarterly, yearly or YTD like all the other categories
It would be really useful to have customisable drop down fields for things like Origin, Industry. I especially would like to see a customisable new status field so it can be used to identify what stage a current job / invoice is at
Not necessarily a new idea. When i signed up to Reckon a development was in process for divisional reporting.What is current status of this reporting that was promised?
