Is it possible to change the axis’ on the bar chart on the Quick File Dashboard to include months ahead inputted into the system please?
Right now we can see the amount of money owed in total in the green box and this is split into three months. However, we need to be able to see at a glance what is due in for the next year (for example).
Could we also run a report to see these invoices by month due as opposed to one large report showing them all?
Have you entered invoices with future dates, to track those amounts falling due? The bar charts work purely from the aggregate of invoices issued for a period. As you’ve seen it only allows you to go back not forward at the moment.