Reports should be visible and interactive inside the portal.

I am new to FE, and the basic inability to navigate your financial data and view it without having to "generate' a pdf report is ridiculous. The report creation is clunky, and then to have to wait to generate a static report that you cannot drill down into is terrible. Quickbooks online is a fraction of the cost and has significantly better report viewing functionality.

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  • Feb 4 2026
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