Include the Profit and Loss Detail Report | Feature Requests

Include the Profit and Loss Detail Report

complete

Brooke Alstein

Add the Profit and Loss Detail report to the Management Reporting package.

Created by Ben Stein

March 9, 2022

Ben Stein

marked this post as

complete

Roslind Burks

marked this post as

in progress

S F

We really can't move our firm to Keeper without this feature

Stephanie Travis

This is a crucial report for business owners to see the details of their P&L. They can't make business decisions if they don't know the detail behind the P&L numbers. Thanks.

Lynda Coffey

Much Needed Report!

Janet Cram

This is the report that we most often send to our clients, and what they expect to see when we tell them reports are ready.

Kelly Marshall

We would love to be able to pick an account to show at a detail level. For example, Owner's Pay and Personal Expenses so the owner can review the detail monthly.

Kate Leiter

I would love to be able to send payer level to the package like we see it in the review!