Feature Requests

When clients review the financials, they want an explanation when there are big adjustments, like a $10k swing to an expense line. If we could have a way to insert notes that would appear on the P&L, it would help us tell the story to the client. Bonus points if we could add those notes while in the transaction review areas of our work flow.

Flexibility in the order of the reports, e.g. move Metrics from the back of the report package to after the Executive Summary, where it makes more sense to display graphics together and then present the financials.

Reporting improvement

For an accountant's report or disclaimer, for example. Or if we want to add notes to the financials, etc.

Add budget vs. actuals to reporting.

Hide the executive summary in the management reporting package

Need Cash Basis reporting for Final Review and Management reports. All Xero clients are Cash Basis for me.

This is helpful for clients that use classes and/or locations. The ability to exclude classes would also be helpful.

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