What's New: Smarter Financial Reporting with Custom Grid-Based Reports

πŸ›  Planned

πŸ’ͺ Now available
We’re excited to introduce enhanced grid-based accounting reports β€” designed for multi-entity organizations to analyze financial data more effectively and flexibly.

πŸ“Œ What’s New:
βœ… Dynamic branch filtering β€” view data for holding and child branches together or individually
βœ… Accurate column-wise calculations β€” ledger operations (Add/Subtract) reflected correctly in all columns
βœ… Closing transaction control β€” choose to include or skip closing entries
βœ… Date-range filtering β€” generate reports for any custom period
βœ… Flexible grouping β€” group report data by customer, outlet, financial area, or other master settings

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🀝 Why It Matters:
With these enhancements, finance teams can:

Track consolidated financials across multiple branches or entities

Analyze group-level totals for customers, vendors, or other key categories

Reduce manual effort and improve accuracy in reporting

Gain flexibility to tailor reports exactly to business and audit requirements

βš™οΈ How It Works:

Select a branch or holding company β€” the system dynamically includes child branch transactions if applicable

Ledger operations are applied automatically per report definition

Reports are generated with optional closing transaction filtering and date range selection

Data is grouped according to the report master’s settings for easy, structured output

πŸ“‹ Available Reports:

P&L and financial reports with dynamic columns

Customer/Outlet/Financial area-based summaries

Detailed journal and ledger views with branch-level and group-level totals

πŸ”§ Why This Is Great For You:

Finance Teams: Streamline reporting across all entities

Accountants: Ensure accurate, auditable financial data

Management: Quickly access insights at branch or group level

πŸ‘€ Explore it Today:
Generate detailed, customizable reports with just a few clicks and gain full visibility into your financials!

Pasupathi V

4 days ago

One vote