I suggest you ...

Create Custom Reports

I would like to customize the income/expense report to exclude owner contributions, or at least separate owner contribution to a separate category. The report looks unprofessional when sending it out to clients and the break down is not accurate because owner contributions/payouts is categorized as an expense.

Basically it would be nice to create customized reports like the category ledger, but put into a simple and professional one page document to send out each month to clients. Or at end of the year for tax time.

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Lee, James shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →

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