Tax Summary and Tax Transactions under new Custom Reports

@Davide I agree exposing the date in custom reports is a good idea to support

  • Sorting by date then something else
  • Move the position date is displayed in a report or hide it if not relevant.

However the problem with fixed date periods is different jurisdictions use different periods for financial reporting. In a southern hemisphere country such as Australia the financial year is 1 Jul to 30 Jun next calendar year.

I think the generic solution is to support relative date periods using a format something like

RelativeDate = BaseDate +/- X months +/- Y days

Where BaseDate (a drop down list) can be

  • Today
  • Start week
  • Start Month
  • Start financial year (a new Manager business parameter)
  • Start of period (when specifying end of the period)

With month adjustments to achieve

  • Year = 12 months
  • Semester = 6 months
  • Quarter = 3 months

Day adjustments to achieve

  • Fortnight = 14 days
  • Week = 7 days
  • Last day month = First day next month - 1

Then allow custom reports to have a multiple date ranges like all other reports in Manager

Edit
Added the Base date option “Start of period” when defining end of period