Cross-Client Reporting Using Specific GL Codes or Vendors

Overview:

To better serve businesses and financial professionals who handle multiple clients, we request the development of a cross-client reporting feature in Agillink. This feature would allow users to generate reports based on specific GL (General Ledger) codes or vendors across various client accounts.

Background:

Many businesses and accountants use Agillink to manage multiple client accounts. Often, they need to track expenses or incomes based on particular GL codes or vendors across different clients. Currently, they must generate separate reports for each client and then manually consolidate the data, which can be tedious and error-prone.

Feature Description:

1. **Cross-Client Selection**:

- Allow users to select multiple clients from their dashboard.

- Provide filters to select clients based on certain criteria, like industry, size, or location.

2. **GL Code or Vendor-Based Reporting**:

- Users should be able to input a specific GL code or vendor.

- Generate a consolidated report that aggregates data from all selected clients based on the input GL code or vendor.

3. **Flexible Date Ranges**:

- Enable users to select custom date ranges for the report.

- Offer predefined date ranges like last month, last quarter, YTD, etc.

4. **Visual Data Representations**:

- Present data in easy-to-read charts and graphs.

- Offer drill-down options to view transactional details.

5. **Export & Share Options**:

- Allow users to export the consolidated report in various formats (e.g., PDF, Excel).

- Provide share options for easy distribution among teams or clients.

6. **Data Insights & Analysis**:

- Automated insights to identify trends or anomalies in the data.

- Highlight significant deviations or discrepancies for easy detection.

Benefits:

1. **Efficiency**: Reduces the time spent generating and consolidating reports for multiple clients.

2. **Accuracy**: Minimizes the risk of errors from manual consolidation.

3. **Insights**: Helps businesses and accountants quickly identify trends or discrepancies across clients.

4. **Client Service**: Enables better advisory services by providing a holistic view of financial data across various clients.

### Potential Challenges:

1. **Data Privacy**: Ensure that client data is kept secure and only accessible by authorized users.

2. **Integration**: This feature must seamlessly integrate with existing functionalities of Agillink without causing disruptions.

3. **Scalability**: Ensure the feature can handle a large number of clients and massive data volumes.

Conclusion:

The implementation of a cross-client reporting feature based on specific GL codes or vendors would significantly enhance the value Agillink offers to its users. It would facilitate more streamlined reporting processes and deliver actionable insights across multiple clients.