Change the accounting method on a report

  • Last Created On Jul 04, 2023
  • 586
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: 586

Recent Articles

  • Labor Cost Calculation Guide
    55
  • Customizing Ticket Statuses in Customer...
    41
  • Convert to Invoice or Expense & Create I...
    71
  • Service Appointment in Field Service
    83
  • Work Orders in Field Service
    73

Popular Articles

  • Connect your X (Twitter) account and Syn...
    3204
  • Warehouse
    2579
  • Item Settings
    2108
  • X (Twitter) Analytics
    1962
  • Plaid environment & Setup Your Bank Acco...
    1906