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Feature Requests

Category

      • Client Portal & Communications
      • File Reviews and Close Reports
      • Management Reporting
      • Workflow / Task Management
      • Collaboration / Comments
      • Metrics
      • Time Tracking
      • Zapier
      • Chrome Extension
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      • Uncategorized
Add YTD, QTD, TTM, and fiscal year options for Metrics on the Executive Summary
Current values available to work with in Metrics from the P&L and Cash flow are limited to the month being closed. It would be helpful to also display YTD values like YTD Gross Revenue, YTD Net Income, YTD Cash Increase. The same for current QTD. Perhaps this would be accessed from a new tab like Classes.
5
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complete

Add filters to metrics for customer, class and projects
I'd like to be able to show profit by customer/project for my construction clients
2
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complete

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