# Date created and the ability to reconcile tax reports

**URL:** <https://forum.manager.io/t/date-created-and-the-ability-to-reconcile-tax-reports/31391>\
**Category:** Uncategorized\
**Created:** [October 28, 2020, 9:30pm UTC](https://forum.manager.io/t/date-created-and-the-ability-to-reconcile-tax-reports/31391 "2020-10-28T21:30:17Z")\
**Posts on this page:** 1\
**Showing post:** 3

<div class="post-metadata">

**Author:** ![Patch](https://avatars.discourse-cdn.com/v4/letter/p/a183cd/32.png) [@Patch](https://forum.manager.io/u/Patch)\
**Post date:** [October 28, 2020, 10:00pm UTC](https://forum.manager.io/t/date-created-and-the-ability-to-reconcile-tax-reports/31391/3 "2020-10-28T22:00:05Z")

</div>

My preference is via two separate features. Firstly a simple way of knowing if the figures have changed since a document was sent out

> [@Feature Request: Report Snapshots](https://forum.manager.io/t/feature-request-report-snapshots/30144/19):
>
> Now we are talking about account reconciliation. I think this idea floated on the forum a while back. For example, you have reconciled your tax account and the figure as per certain date should be $5,000. You want to see if this account balance becomes unreconciled. Just like it works currently for bank accounts. You are not exactly interested in report matching exactly because layout changes will happen and are imaterial, but you want to ensure specific account balances do not change.

Secondly history search options  
Both on the history tab enabling finding changes made after a certain date (eg your lock date or the date a report was sent to a tax authority) to transactions dated before a certain date (eg the end of a financial period). Hopefully this is what Lubos was alluding to here

> [@New Audit Trail (aka History)](https://forum.manager.io/t/new-audit-trail-aka-history/28801/27):
>
> @compuit I will be adding better filtering capabilities but right now it’s not important considering everyone’s history is very short.

And history at transaction level

> [@New Audit Trail (aka History)](https://forum.manager.io/t/new-audit-trail-aka-history/28801/12):
>
> I think this is great idea. Smaller History button could be on every screen as well which would show history relevant to that screen (and sub-screens if applicable). For example, History for Settings tab would show changes to anything to do with Settings. History for Sales Invoices tab would show history for all sales invoices. History for specific invoice would show history relevant to that invoice only etc. Currently, the only constrain I have in Undo is that you can only undo last changes…

---

_[View the full topic](https://forum.manager.io/t/date-created-and-the-ability-to-reconcile-tax-reports/31391)._