End of year reporting
K
Kirsty Leonard
Consider a list of various relevant fields - for example from sales, purchases, banking, P&L and Balance Sheet - that can be dynamically selected to produce a single table report for end of year reporting purposes.
See (redacted) example report attached. Note that the field list shown is one example - a list of perhaps 20 fields would be available to choose from, so that the EOY report is useful for a significant number of XBert customers. (All reports listed under Analytics in XBert are available to all XBert customers - they must therefore be designed in a relatively generic way).