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Status Under Consideration
Created by Guest
Created on Jun 13, 2019

Be able to view monthly activity instead of YTD

It would be helpful and more efficient for us to be able to view monthly trial balance activity as opposed to year-to-date activity. If we only wanted to see April activity on the trial balance instead of January through April, it would be useful. Maybe an "As of 3/31" balance, debit and credit activity for April, and the ending balance will essentially be the YTD balance.

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  • Guest
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    Nov 19, 2021

    YES! This would be so helpful for reviewing monthly activity for all accounts.