Actually, your accountant should be using the Reports tab, not hogging the Summary tab.
Report “view” would be equal to Summary “view”.
This way the accountant can take one week or three to complete their work without interfering with others. (In my business, that’s what I would be instructing the accountant to do)
Then how did the perfectly working accrual / cash basis process get stuffed up, which yourself have strongly protested against, if they weren’t tinkering…
There have been others, (versions of the Bank / Cash tabs), which may have resulted in benefits.
Besides, adding a few basic standard periods as suggested by @rdavidsc in post #4 actually fits into the current statement - , the periods being in a dropdown which includes “customise” for other non nominated periods.
That what’s described as “square-mind thinking”.
If “actual functional utility” is the benchmark, then how does adding debit / credit totals on Customer statements fit that criteria. Requested by ONE user and the other 99.999999% have to suffer the consequences. If the totals had been added to the bottom of the respective columns, then there would be at least some logic.
That’s the point no one is being left out - they will still have the full use of “the current implementation”, as currently used by the 100%.