Fund Manager
PORTFOLIO MANAGEMENT SOFTWARE
Contact Us

Tax Year Reports

Questions on using, creating, or understanding data in Fund Manager reports.

Postby Gally » Sun Dec 19, 2010 12:07 pm

Is it possible to set up or add a report time period based on tax year. If we could set up tax year dates in the general configuration you could the have report period of last tax year or tax year to date which would be quite useful for me.

The only way I have found is to use custom dates but I feelk these could be part of the system since everyone has a tax year on which to base reports.

Thanks
RGDS Gally
Gally
 
Posts: 45
Joined: Fri Feb 20, 2009 3:42 am

Postby Mark » Sun Dec 19, 2010 12:11 pm

Hi Gally,

Thanks for the idea/feedback. It would be useful to allow you to define your own built-in date range definitions.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
Site Admin
 
Posts: 11807
Joined: Thu Oct 25, 2007 2:24 pm
Location: Chandler, AZ


Return to Reports

Who is online

Users browsing this forum: No registered users and 1 guest

FundManagerSoftware.com | Search | Site Map | About Us | Privacy Policy
Copyright © 1993-2025 Beiley Software, Inc. All rights reserved.
cron