Although we only released our brand new management reporting feature 2 weeks ago, we have already updated what it can offer you based on all of the feedback we have received.

If you haven’t already had a look at the Clear Books management report, head to “Reports > Management Report”. Now, in addition to Profit and Loss, Cashflow and the Balance Sheet, you can also include Aged Debtors, Aged Creditors and the Executive Summary.

If you choose to include graphs in your management report, these can now be in line or bar format.

And finally, due to high customer demand, you are now able to specify the reporting period. You can either compare selected reporting periods or generate the report for a custom date range. This date range can be any number of quarters, years, months, weeks or days up to a date of your choice.

So go on, get reporting! As always, please do let us know your feedback as it is what helps us to improve the features we offer you!

David Eaton

Posted by David Eaton

David is a Chartered Accountant and Director of SME Strategies (smestrategies.co.uk) which offers tailored support to ambitious SMEs and gives mentoring to owner managers.

Leave a reply

Your email address will not be published. Required fields are marked *