Custom Date in transaction review
under review
D
Daniel Phillips
Yes, I appreciate it not having to constantly populate "Start" and "End dates" in reports/transaction reviews, however sometimes you want to look at a week/other specific dates, so if there was an option to do "custom" instead of a specified period, and populate a prompt/new fields, that would be easier to perform similar functionality/consistent reporting in QB.
Dara Simonson
I would like to be able to set custom dates, and I would also like the Transaction Review reports to remember the last time period viewed. This should be client-specific, not user-specific.
Currently, if I leave a comment/question for the reviewer on a specific transaction, I also have to tell them exactly what report settings I ran in order for them to even find the transaction. The report settings ran in a specific client close should stay until someone changes them again, so that team members can easily view the same information.
B
Ben Stein
under review