Change the accounting method on a report

  • Last Created On Jul 04, 2023
  • 543
0 0

To see the difference that two different accounting methods make in your reports, you can select a report to compare the results.

To change the method used on an individual report:

  1. Go to Reports menu under the Accounting module in the left sidebar
  2. Select a report 
  3. Under Accounting method, select Cash or Accrual
  4. Click on the Filter button

Views: 543

Recent Articles

  • Polls vs Surveys
    15
  • Form Analytics
    16
  • Heatmaps
    20
  • Behaviour analytics
    14
  • Acquisition analytics
    26

Popular Articles

  • Warehouse
    2391
  • Item Settings
    1913
  • Plaid environment & Setup Your Bank Acco...
    1688
  • General Accounting Settings
    1638
  • Mapping Setup
    1476