June 19, 2020 | New Financial Visual Reporting Templates New features and updates
New Financial Visual Reporting Templates | Reach Reporting
*NEW Report Templates Available!
To access these financial visual reports, go to Reports and select "Create New," and then you will be able to access these templates.
*QuickBooks Desktop Improvements
- Quicker Syncing Time
- Remote Sync
- Sync Setting Enhancements
*XERO Budget Overview
*Pull in your Xero Budget Summary - (make sure to re-sync your company if they don't show up initially as an option under the Budget column Type.
*Compare Actual to Budget and Use Calculations - to show (under/over) and variance or whatever is best for your client.
Follow these steps:
- In any metric or statement: Select the Budget/Forecast column type. This can be found in the column header by selecting the gear icon or is available when you add columns.
- Choose Budget Summary and then choose the date range for that column (live dates work).
- Add custom equations and columns to show variance amounts and percentages. To create formulas in any custom cell, type (=) and then start typing the name of the formula you want to apply. (If you are familiar with spreadsheets, you will love the ease of use.)
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