Change the accounting method on a report

  • Last Created On Jul 04, 2023
  • 560
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: 560

Recent Articles

  • Convert to Invoice or Expense & Create I...
    11
  • Service Appointment in Field Service
    22
  • Work Orders in Field Service
    19
  • Estimates in Field Service
    20
  • Requests in Field Service
    18

Popular Articles

  • Warehouse
    2479
  • Item Settings
    1998
  • Plaid environment & Setup Your Bank Acco...
    1790
  • General Accounting Settings
    1686
  • Mapping Setup
    1568