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Dashboard - Profit & Loss - option for settings to have accruals as default vs cash

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  • updated

My accounts are set up as "accrual" but the dashboard profit and loss default is "cash" and I have to change to "accrual" manually myself from the drop down on the dashboard. Could we have the option somewhere in settings to permanently set this as accruals first (or cash) as it's annoying seeing irrelevant figures for cash each time on the dashboard for anyone that is set up for accrual. 

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Mike Eastgate

Also, can the P&L on the dashboard reflect date to date.  In fact, lets go further and let me capture my dates for the company financial year, and show P&L report using these defaults as well as the panel on the dashboard.

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Roy Dixon
Quote from Mike Eastgate

Also, can the P&L on the dashboard reflect date to date.  In fact, lets go further and let me capture my dates for the company financial year, and show P&L report using these defaults as well as the panel on the dashboard.

Hello

The P&L on the dashboard shows the current financial year and will reset to zero on the first day of the new year.  You can set your financial year end in the Edit Portfolio area