Deferred & Recognized Revenue Report

Problem Statement

Currently, the accounting dashboard does not provide a yearly revenue export, limiting our ability to generate annual financial summaries directly from the platform. Additionally, existing accounting reports do not include the Company Name field, which makes it difficult to track and analyze spend on a per-company basis. This gap impacts financial reporting efficiency and prevents accurate spend attribution at the company level.


Feedback:
We would like to have a yearly revenue export available through the accounting dashboard. We would also like Company Name to be listed in existing accounting reports from the accounting dashboard so we can track spend per company.

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Upvoters
Status

Backlog

Board
πŸ’‘

Pelcro Product

Tags

Accounting

Date

6 months ago

Author

An Anonymous User

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