Topics started by AbbyTBK

3 Topics

AbbyTBK
AbbyTBKParticipating Frequently

Track Custom KPIsNew

I’d like the ability to build and track custom KPIs, similar to how they do it in Keeper

5
Michael
1 year ago
AbbyTBK
AbbyTBKParticipating Frequently

Pie charts for Income & Expense BreakdownsNew

I’d like to be able to pull in pie charts that show my clients’ breakdown of Income by Category as well as Expense by Category. 

3
Michael
1 year ago
AbbyTBK
AbbyTBKParticipating Frequently

Include more than one P&L in the reportNew

In many of my reports to client, especially at the end of the year, I like to include more than one P&L in my report. For example, one is a breakdown of P&L by month. The next would be the full year with a comparison to the prior year, etc. Right now, you can only include one P&L so it’s not very useful for my clients reports. 

3
Michael
1 year ago

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