Name of Feature/Request: P&L Date based on Closed Period
What financial, time savings, or quality of life improvements will occur from this: To Quickly review and present Financials from only periods that are closed. | Frequency: Mutliple times monthly as they only want to see the Finalized P&L | Multiple principles of the company are using Striven to look at real-time status of the company such as P&L and Balance sheet.
These principals may not know the current closing date, so when they look at the Financial reports, they can only look at the dates that have been finalized and closed, leading to some missing information about where the Company stands financially.
Attempted Solutions So Far: Use Static Dates to select the closing date. Some users do not know what Date has been closed.
Digging deep - Any additional Why behind this request / How was this accomplished before Striven in what system or software: Previously accomplished: There is no Filter to identify closed periods
StrivenID: 4934311