Improvements to Month End Close Reports

We released a couple of enhancements to the Month End Close reports this past week!

In particular, we received a good amount of feedback that it would be a lot easier to (vs. exclude) various properties on the Transaction Review reports as part of Month End Close.

To that end, you now have the ability to choose to either include or exclude Vendor/Customer, Transaction Types, and Accounts as part of the .

This should make it easier to both setup and manage which transactions are being shown in the reports.

Additionally, we modified the layout of the report so that it's easier to see included and excluded transactions.

There's now a tab in the window for transactions that have been excluded (either by excluding them manually or via the "Exclude credit card" filter) so you can clearly see transactions that aren't included when calculating the YTD for the vendor.

This should improve transaction visibility on vendors as well as make it easier to manage included and excluded items.