Trends analysis will help you understand how your business is performing year on year.
With the trends report you can compare up to 5 years of data. You can:
filter the report down to specific codes, bank accounts or tags,
view the report by accrual or payment date,
compare historical data for up to 5 consecutive years,
include current year and compare with four previous years.
include next financial year for all plans and compare with current year and three previous years. This allows for scenario planning.
If using current year:
choose between 'Actuals' and 'Actuals + Plan' to show only actual data or actual and working plan data, and
set the revision month.
If the revision month is set to the current month, unpaid invoices are included for the current month. Planned items are included for future months only.
