Custom reports , at Affinity level, that can be propagated to all attached profiles
We can do custom reports per Quickfile client at client level but standard, practise-wide ,white label reports feature would save time and allow cost-effective managment reporting to be added as a service.
Ability to construct a monthly reportng pack consisting ofl 
P&L
Balance sheet
Aged debtors
Aged creditors
Ideally, a cashflow statement ( direct method).
Monthly, financial quarter, Annual rreporting periods with corresponding comparatives.
I’ve seen this implemented elsewhere by allowing client COA codes to be mapped to pratice-wide COA/reporting codes after an initial automatic matching.
Another option would be an api dump to a third party reporting app that can be bolted onto Affinity as long as the reports propagate to all profiles?
Yes! Just what I’ve been waiting for.
This topic was automatically closed after 6 days. New replies are no longer allowed.