Debit/Credit columns instead of Amount on drill-down's
in backlog
N
Niki McAlister
It would be very helpful to have Debit and Credit columns when drilling down on an account. Currently, there is only Amount and Balance. When analyzing data, it can be challenging to separate the debits/credits when they are in a long list of transactions. Custom reports is not a feasible option because that is not helpful if reviewing a financial statement and trying to drill down on a g/l account. I also have to remember to create the debit/credit columns before exporting to excel; otherwise, I have to manually adjust the excel sheet or redo the QBO report and export again.
M
Marlene Besso
Excellent suggestion, especially since they are taking away the option for the original logical simple CLASSIC REPORTS.
Subhanan Sahoo
marked this post as
in backlog
Thanks Niki for the suggestion. Adding this to our backlog for future feature prioritization and implementation.
hector
Subhanan SahooSome context... in QB Desktop, accountant users would get the Amount field automatically, but all Accountant users get debit/credit as a default in ALL drilldowns and detailed reports.. this seemed to be the sweet spot!
With RightTool we had "hacked" this via the URL parameters in Classic Reports, and our users loved it, so there is proof of concept there.
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under review