We've just released version 1.7 of the Financial Management Reporting System.
All feature requests made by members at our Development Desk have been included, along with a few enhancements we felt would be of benefit to you.
Business members will find it available for download in your Tools & Resources Download section.
Enhancements
Summary Page
An optional summary page has been incorporated
Items displayed can be selected from the Lead system setup sheet
YTD Budget Figures
These can now be displayed on both the Balance Sheet and P&L Summary pages
Improved Automation
Summary page options can be selected to be automatically displayed and adjusted for each period
Balance Sheet and P&L Summary pages have better control with new display selections:
• None - only YTD actual and previous year (optional) are displayed
• Budget - YTD budget and variances are displayed
• Reforecast - year end forecasts are displayed
• Reforecast/Budget - year end forecasts and budget are displayed with comparisons
• Budget & Reforecast - YTD budget and variances are displayed along with year end forecasts
• All - all columns are displayed
Other
More efficient coding
Final report output allows column and row adjustments and hiding
Reforecasting has an extra 'base' - use previous year end figures
Please provide any feedback you may have in the Tools & Resources Feedback forum. Further requests for features can be made at our Development Desk.