Allow financial statements to be generated as of a specific date, rather than at end of period
Current Process: Financial reports like the Trial Balance, Income Statement, and Balance Sheet are only available as of the end of a period (e.g., end of June or July).
Business Need: Users may require financial reports for a specific date within a period (e.g., 15/7/2025) to make timely decisions or assessments.
Proposed Change: Allow reports to be generated for a custom date, providing more flexibility and accuracy in financial reporting.
Benefit: This feature would enhance decision-making by providing up-to-date financial insights without waiting for the end of a period. Additionally, it would align Sage with competitive software that already offers this functionality, ensuring Sage remains a relevant option in the market.
What is the workaround for the problem today?
Currently, if a client needs an income statement as of a specific date (e.g., mid-month), they must manually generate the report by using the balances from the account transactions report.
