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April 4, 2019
Question

Can the dashboard be customised? The report is showing an accruals basis P&L report yet I need it to show cash basis. Have tried changing & saving but doesn't change?

  • April 4, 2019
  • 1 reply
  • 0 views
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1 reply

Level 8
April 4, 2019

Hello NicoleHolder,

 

The profit & loss on the dashboard will run based on the accounting method selected in your settings. There is no way to change this without changing your accounting method from accrual to cash within your account & settings (under Advanced).

 

Thanks,

Talia