Reports with Columns (Display Columns for...") should include columns (and transactions) for inactive Customers/Jobs - or better, allow the report user to choose All/Active/Inactive.

Currently, a summary report like a P&L includes all transactions, giving particular account balances and totals. When you modify it to add Columns, suddenly you get different babances and totals - this is a travesty, useless, dangerous. I presume due to Inactive Customers/Jobs? I need reports with the same totals, with Columns for any Customer/Job with transactions in period, regardless of Active/Inactive, in order to reconcile to the same balances/totals.

ADMIN RESPONSE

Jan 13, 2020

The ability to achieve this already exists, however certain filters will exclude transactions due to the nature of how filters work.
Without the specifics it is difficult to provide a definitive answer on why data is being excluded, and it is therefore best you speak to a Reckon tech support representative or one of our accredited partners / trainers in your area.

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RELATED IDEAS

Reports with Columns (Display Columns for...") should include columns (and transactions) for inactive Customers/Jobs - or better, allow the report user to choose All/Active/Inactive.