Month to month balance

[Kevin_Gravill]

Hi
Is there a way to keep track of balance on a rolling month to month basis, so I can keep an eye on turnover for keeping under VAT threshold ?

[FaradayKeynes]

12 months period Date rage

[Kevin_Gravill]

FaradayKeynes - how do you easily do this. I was looking for a report type item or a dashboard item that could keep track of turnover on rolling month to month

[FaradayKeynes]

Try under Reports Menu, P&l > preset date range and custom dates

[Kevin_Gravill]

Thanks, its a work around, shame we cant add this as another graph / table to dashboard

[CaptainNick]

I’ve created a Custom Report to do just that which I run at Month End. Go to Custom Reports, click Create then enter like this:

It’s set up like that as it has to avoid the 4100 Nominal Code for Export Sales as the threshold is only based on UK sales.

Then you just View the report, change the dates to the 12 month rolling period you require, change Detail to Months and click the Bar chart. It gives you a table underneath with a Total at the end which is the figure to keep under £85k.