Enabling rounding will round your financial statements rounded to the nearest dollar.

To turn on rounding for financial statements, go to:

When you go to the Reporting tab, the period that the reporting is based on is the close month that you're currently in. So if you want to deliver financials from prior periods, you need to go to an older close (or create one if you haven't).

Click the arrow next to the current client close period in order to switch between different closes.

You can set practice-level legal disclaimers for your management reports by going to:

To add key accounts to the Key Profit and Loss or Key Balance Sheet pages of the management reporting section:

To collapse the accounts in the Profit and Loss report to show only Parent Accounts, enable the Collapsed setting in the report.

You can also enable Collapsed on the Balance Sheet to roll up all accounts to their corresponding categories. For example, this will roll up all bank accounts to the Bank Accounts category).

To filter your P&L by Class and Location,

Our new budget vs. actuals reports let you seamlessly import budgets from QuickBooks Online into your clients’ management report packages.

It's now easier than ever to track monthly, quarterly, or year-to-date performance, and quickly point out areas that may need closer monitoring!

Get your clients the information they need without spending time on manual updates or sending separate deliverables.

The video below walks you through how to add this:

Adding a video to your website is a great way to engage your audience and make your content more dynamic. With HTML, it's easy to embed a video onto your page. Follow the steps below to learn how.

The first step is to find the video you want to add to your website. This can be a video from YouTube, Vimeo, or any other video hosting platform. Once you have found the video, look for the "embed" or "share" option.

Once you have located the embed or share option, click on it to reveal the embed code. This is the code that you will need to add to your HTML page in order to display the video.

Now that you have the embed code, open your HTML page in a text editor. Find the place where you want to add the video and paste the embed code there. Make sure to save your changes.

Once you have added the embed code to your HTML page, it's time to preview your page. Open your page in a web browser and make sure the video is displaying correctly.

If the video is too big or too small, you can adjust its size by changing the width and height values in the embed code. Play around with these values until you find the perfect size for your video.

Once you are happy with the video placement and size, save your changes and publish your page. Congratulations, you have successfully added a video to your website!

Now that you know how to add a video, you can enhance your website with more engaging and interactive content. Happy coding!

To change the order of the reports in the Financial Package section of the Management Report,

If you call your Profit and Loss an Income Statement or you work with nonprofits and call it a Statement of Activity, you can change the titles of your reports in the Management Reports!

To change your report titles,

To right justify the columns in your financial statements:

How can I run a comparative income statement with the total for the year instead of showing all the months?

You can run a comparative income statement with the total for the year by enabling the Custom Column on the Profit & Loss by selecting Calendar YTD for the date range.

Some of the buttons are greyed out on my Reporting and Metrics tabs, how can I change this?

If your Settings button is greyed out under your Reporting tab, or if you notice that the + Add Visual button is also greyed out, you may have Report Lock enabled in your Practice Settings. You can disable this under your practice's Statements & Reporting settings.