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Created by Guest
Created on Aug 23, 2022

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Option to run report automation to excel

clients that do their own tracking tend to use excel we have a large client and it is time consuming to run sigular reports across the 6 entities to be able to get an excel.

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  • Guest
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    |     Apr 11, 2024

    Please do this.

  • Guest
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    |     Feb 20, 2023

    Voted!

  • Guest
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    |     Feb 20, 2023

    Would be a huge deal if we could run report automation of excel reports. Please add this feature.

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It would nice to be able to generate reports in Excel using the report automation feature. Many tax people use excel for their work papers when reviewing the books. Would be nice to automatically generate and excel workbook for each client with ea...
over 2 years ago in  0 Shipped
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The comparative trial balance is helpful, but each entity has customized account names. Would be great to have ability to run trial balances for a period in excel and each entities trial balance would show on separate excel sheets/tabs.
over 2 years ago in  0 Shipped