Option to view a full fiscal year when viewing account activity

Options currently are view a month at a time or run a GL report.  It would be nice to view a fiscal year or defined period of time without needing to run a report.

  • Jennifer Kurtz
  • Aug 10 2017
  • Shipped
  • Dec 9, 2021

    Admin response

    You can now see this on the account page

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  • Jennifer Kurtz commented
    27 Oct, 2020 04:53pm

    Just noticed that this has been implemented. Now add an export to Excel feature and we'll be golden for this function. Thanks!

  • Shawn Runge commented
    27 Feb, 2020 06:37pm

    Yes, it would be a huge help to be able to see the full year detail within each individual account. No one wants to have to click each individual period just to see the detail. It's surprising this was not built into NXT when you can already do this in the database view!

  • Steve Harris commented
    19 Apr, 2018 12:22pm

    It would also be a gig help if we could just change the filters once in the period view. We aren't allowed to change the filters. Then there are no limits to what activity you could ultimately view from a GL account.

  • Deleted User commented
    22 Nov, 2017 06:04pm

    Perfect, thanks for clarifying. We will explore this further.

  • Jennifer Kurtz commented
    22 Nov, 2017 05:31pm

    I was talking about seeing the transaction level data on a period other than monthly.  It's not a huge deal, because GL reports can be easily ran.  Thanks.

  • Deleted User commented
    21 Nov, 2017 08:22pm

    Hi Jennifer, you should have this ability in NXT when you open an Account record and view the Activity tile. Please let us know if this doesn't get you what you are looking for. Thanks!