List Cash or Accrual Basis on Management Reports | Feature Requests

List Cash or Accrual Basis on Management Reports

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Tyler Otto

For Tax purposes, i have many clients who file on Cash Basis, even though we manage on Accrual Basis. It would help us cover our bases to make sure the management reports clearly show if they are on Cash or accrual (since i end up running both at year end).

February 8, 2022

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Cheryl Lanahan

You guys really crushed it with this release! Thank you!!

Kerrie Maynes

Please add this as I can never tell if I ran the reports in cash or accrual and there is literally no way to tell. On the footer of each page works for me!

Ben Stein

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planned

Ben Stein

marked this post as

discussing with author

Ben Stein

Where would y'all like this? On the footers of each page? Somewhere on the cover sheet?

Cheryl Lanahan

Ben Stein: Both places would be great. If I can only choose one, then I choose each page.

Tyler Otto

Cheryl Lanahan: I agree with Cheryl. Both would be awesome, but if i had to choose, i'd want it as a little footer on each page.

Ben Stein

Tyler Otto Cheryl Lanahan thanks for the feedback! Both places is definitely doable.

Susan Burt

Ben Stein: I agree with Tyler and Cheryl.

Ben Stein

Susan Burt: Cool so seems like it's consensus

Sofi Vaattovaara

Ben Stein: Same. Both places or at the very least the footer. Thanks!

Ben Stein

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under review