Month End Close Reports
under review
Christina Swan
submitted on behalf of Lone Tree Cellars // Andrew Doyle
Can we add a report type called "Month End Close". Andrew at Lone Tree previously used this as a way of doing a monthly inventory reconciliation, and locking all changes (orders, adjustment, transfers) to months after they had been closed. Essentially, you would have a clean starting point of inventory each month, rather than a running inventory. Each Warehouse had a Month End Close option.
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Steven Chung
Asked for previously, but difficult to achieve within Ollie
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December 13, 2021
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Steven Chung
marked this post as
UNDER REVIEW
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November 30, 2021
Steven Chung
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November 29, 2021
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Steven Chung
Incorporate one day capability
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November 26, 2021
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Becky Marte
We absolutely agree with this. This was a very valuable report we utilized in Sales Litre. We also would post monthly adjustments to ensure our inventory levels were accurate.
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November 25, 2021
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Louise Lalor
Good idea. Ability to "back date" the close eg reconciliation finished on 3 November for 31 October month end.
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November 15, 2021
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Alicia McCaffrey
I second this.
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November 15, 2021
Steven Chung
under review
B
Becky Marte
We absolutely agree with this. This was a very valuable report we utilized in Sales Litre. We also would post monthly adjustments to ensure our inventory levels were accurate.
Louise Lalor
Good idea. Ability to "back date" the close eg reconciliation finished on 3 November for 31 October month end.
Alicia McCaffrey
I second this.