STAGE:
Released 🚀
Analytics

[Analytics] Improve the Finance reporting area

STAGE: Released 🚀

We've completely revamped the Finance reports category to enable you to:

(1) have a clearer visual representation of key metrics

(2) have more control over the detailed reports required for deeper analysis

(3) have access to the most granular data through drill-downs and more detailed reports

Be on the lookout for:

  • An improved AR Aging report that allows you to track debt more accurately and conveniently

  • An improved Payments Summary report that allows you to filter for payments in a specific date range (not just a single day)

  • An improved Daily Transactions report that allows you to review each transaction happening in your business with the most granular detail

  • A new Customer Deposits Balance report that allows you to review the deposit balance of every customer

  • A new Deferred Revenue report that significantly decreases the manual work involved in reconciling between OfficeRnD and your financial system

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