Name of Feature/Request: To have one report that includes the transactionas as well as the trial ballances for all the gl accounts.
What financial, time savings, or quality of life improvements will occur from this: /Topic?: She needs not only what is shown on the trial balance report but also all the reports linked to that report.
Where in the system is this located?: reports trial balance report
How is the user accomplishing now / past: First time she is doing this for the accountant
Steps Taken: We had a meeting created a of the process of a customized report & the Trial Ballance Report.
Result: Resolved/Closed - No Further Action Required | Frequency: once a year | My accountant needs this report and has no interest in logging on to Striven. The CPA has said QuickBooks and other accounting programs do this and does not understand why Striven does not. She wants this report and it takes quite a bit of time to create this report. Manually entering all the data for this report is prone to errors and takes up valuable time to recover the error. Because of this, I am manually entering the numbers and trying to include links. it is very inefficient.
Attempted Solutions So Far: We created a report in report builder but the totals are not available after each transaction/
Digging deep - Any additional Why behind this request / How was this accomplished before Striven in what system or software: Previously accomplished: They have to copy and paste a report made in report builder and then copy and paste the totals in the trial ballance repot.
StrivenID: 4181248