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Client Portal & Communications (581)
File Reviews and Close Reports (379)
Management Reporting (190)
Workflow / Task Management (554)
Collaboration / Comments (75)
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Change time periods for Metrics
Change the date ranges for metrics to be periods other than the trailing 12 months.
7
·
under review
145
Compare 2 Years
It would be great to run metrics to show comparisons of current year by month to last year by month for income, expense, and cost of goods sold to see the trends each year.
5
·
under review
66
In Metrics, add variables to the formula builder at the cursor position instead of at the end
Just a quick bug update. https://www.loom.com/share/5eef5611b9814ccbb4af8bba3b8141fa
1
·
under review
2
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