Customize Date Range for Profit & Loss in Final Review | Feature Requests

Customize Date Range for Profit & Loss in Final Review

under review

Stephanie Bennett

Currently, the latest month is the month close you are doing. I want to be able to have the end date be this month. My client does all their billing on the 1st of the month, so we often review variances before they email it out, so this would be helpful to be able to analyze it.

January 12, 2022

Joana Linares

Going to piggy-back on this Canny and say it would be great to have the option to change the date filter to YEAR TO DATE. Right now Month & Quarter are the only options.

Roslind Burks

Merged in a post:

Custom date ranges for Final Review P&L

Regina DiLorenzo

Would like to select a custom date range for the Final Review P&L

September 21, 2022

Ben Stein

Stephanie Bennett – definitely something we can work on. In the meantime, would it be helpful to start the new month end close before the following month?

https://docs.keeper.app/frequently-asked-questions#tv-how-can-i-start-a-new-close-before-the-first-of-the-following-month

Ben Stein

updated the status to

under review