Additions to Financial Overview report
Steven Ayers
Add a new page (or pages) for key metrics from several (Xero) reports (Balance Sheet, Profit and Loss, Aged Payable Summary and Aged Receivable Summary).
Aged payables/receivables to ideally show current, 1month, 2 month and 3 month days aging.
P&L and Balance Sheet to ideally show each month and the difference to last. Note that not all required data may provided (from Xero) for this. However, a separate roadmap item for report P&L metrics "as at" a point in time may have overlap/use here.
Consider a complete rebuild of the Financial Overview report to make it more distinct to the Health Check report, which currently includes several financial overview metrics already, in a simpler format.