Company Snapshot Filters

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  • Updated 6 days ago
In the COMPANY SNAPSHOT pane, it list PREV YEAR INCOME COMPARISON and PREV YEAR EXPENSE COMPARISON. The figures though are for calendar years (Jan-Dec) and my business works on financial years (Jul-Jun). There doesn't seem to be an option to get this graph to display the information that I need and want to see. 

Any ideas?
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Jay Garland

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Posted 2 weeks ago

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Glenda Veale

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On the Company information page do you have July as your financial year start month?
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Jay Garland

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Yes.


This is the company snapshot X-axis.


Maybe it is doing calculations based on financial year. If that's the case, using 2016, 2017 is confusing. The terminology for Jul 2017 to Jun 2018 is FY2018 (referencing the year the financial period ends). 

Can anyone confirm how the x-axis for company snapshot is set-up? I'm a bit confused.
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Glenda Veale

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Mine looks like that too, and it is for FY.  Have compared figures with profit and loss and they agree for this financial year.