Change the accounting method on a report

  • Last Created On Jul 04, 2023
  • 661
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: 661

Recent Articles

  • Workforce Risk: Configure Workforce Risk...
    12
  • Workforce Risk: Record review progress a...
    13
  • Workforce Risk: Inspect the records behi...
    11
  • Workforce Risk: Read Retention Attention...
    12
  • Workforce Risk: Read the Burnout indicat...
    11

Popular Articles

  • Connect your X (Twitter) account and Syn...
    3431
  • Warehouse
    2838
  • Item Settings
    2405
  • X (Twitter) Analytics
    2257
  • Plaid environment & Setup Your Bank Acco...
    2144