The abality to publish a cash and accural basics report in the client portal.
J
Jacob LaCour
I have two differetn reports build for our clients, some of our clinets like to see their PnL from a cash and accural basics. Currently I creat teh cash report download it and save it inside monthly reports. Then I publish the Accural report and it sits in the clienet portal. Is there any way to publish two reports inside the client portal.
S
Sherrell Martin
Yes! For clients who have accrual basis financials for financial mgmt but still want to see Cash basis for tax purposes
K
Katrina Way
In the Reporting area, two P&L's can be created - one cash basis and one accrual basis. The title of each report has a custom title via Configure page button.