MTD Periodic Updates Refresh button doesn't work as expected

Bug
1

Hi all,

I have been trying out the MTD Periodic Updates Reports, which are a great help for those of us using cash basis month to month, but the “refresh” option when you are viewing the report puts up a dialog that warns:

Are you sure you want to refresh this report? This will rebuild the report based on the data currently held in your account, the current report will be deleted.

If you click ‘OK’ to this, you are presented with the “Create New Update Period” dialog. This obviously fails as the period you were trying to refresh already exists. You then have to go back and delete the old report and start a new one for the same date period.

Am I doing it wrong, have I missed something, or is this really a bug with the refresh button?

N

2

Hello @qfnewbee

Thank you for reporting this. I have logged this with the development team.

When I get an update, I will update this thread.

4

Many thanks @QFSteve.

Obviously the dialog box about refreshing the report is fine, and is a reasonable warning - it is the user flow after that which seems a bit confused/confusing, and contrary to the information in the dialog box…

N.