Product Suggestions
English braids would like the At a Glance to be done on calendar year and year to date. At the moment it is the last 365 days, most customers want to be able to see their current financial year vs last financial year as that is how targets are run so giving the ability to edit these tabs to take account of different timelines etc would be great.
Vital for an NZ business, our financial year is 1 April-31March.
As ourCRM links with Unleashed which in turn links with Xero accounts package, it is almost essential for us to see YTD based on financial year not just calendar year.