What's New (May 13, 2016)

Justin Ward

With this release, we added four new reports to the web view:

Project financial statements. This report shows an Income statement and Balance sheet for individual projects. This gives you useful data for tracking financial information associated with individual projects.

Chart of accounts report. The Chart of accounts report displays your general ledger accounts. This report displays additional general account information such as categories, attributes, active/inactive status, and segment values.

Open purchase orders report. The Open purchase orders report displays all line items in terms of their respective purchase orders. This report presents extended cost information as well as subtotals for the detail definitions in the report.

Purchase order history report. The Purchase order history report provides a complete history of selected purchase orders, including all line items and receipts.


For a complete list of reports available in the web view, see Report Categories.