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StaceyMart
August 12, 2024
Question

Dashboard - P&L

  • August 12, 2024
  • 2 replies
  • 0 views

Hoping someone can help...

On the dashboard, the P&L widget does not seem to have a dropdown option for 'last financial year' and shows only calendar year. Is this something that can be amended?

It just seems a bit longwinded to have to run a full P&L report and then change the dropdown in there rather than have the information readily available in the P&L overview on the dashboard.

Thanks

2 replies

M
Mark Armistead
August 12, 2024

It's been like that for ever. Don't expect it to be fixed anytime soon either. Intuit will probably say it works as design and is a feature.

G
GeorgiaC
August 12, 2024

Hi StaceyMart, thanks for joining the Community

 

We're aware of an issue with the last financial year no longer showing on the dashboard widgets drop-down. 

 

This was reported to our engineering team who're currently working to restore the option. In the meantime, please run the report from the Reports menu (Take me there) where the full reporting periods, including last FY, are available. 

 

If you would like to contact our support team to request email updates, you can quote the reference INV-108406. I'm just a post away if you have further questions or require additional assistance. 

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