One reporting period for every report
Pick the financial year or period once and every report uses it.
The problem it solves
Setting the period on every report separately leads to mismatched reports.
How it works
- Choose the reporting period.
- Every report uses it.
- Change it once to move all reports.
What your practice gets
- Consistent reports.
- Fewer clicks.
- Available periods shown.
Watch it in the product
A short recording of one reporting period for every report in use.
Questions accountants ask
Does it apply to all reports?
Yes.
Can I see which periods have data?
Yes.
Can I change it any time?
Yes.
Related features
Features that work alongside one reporting period for every report.
Client ledgers list
List, search and open your clients' ledgers, including clients brought across from FEDIX, and set the client you are working on.
VideoStatement sections per client
Choose which statement sections are shown for each client, to suit the entity.
Reports that do not break on one bad line
A single problematic transaction is set aside and flagged instead of breaking the whole report.
Profit and loss
A profit and loss report for any period, with comparatives and drill-down to transactions.
VideoProfit and loss by tracking category
Split the profit and loss into a column per location, department, job or cost centre, one tracking category at a time.
VideoBalance sheet
A balance sheet at any date with built-in checks, and a by-tracking-category balance sheet available as a section of the financial statements.
VideoSee it working in your practice.
Start with one workflow and adopt more of the connected practice system over time. Your team reviews and approves the work.
14-day free trial. A payment method is required to start. Your paid subscription starts automatically when the 14 days end; cancel during the trial and you pay nothing. After the trial, a 6-month minimum term applies, then month-to-month. Commit to 12 months up front and the monthly price is 20% lower. See pricing.