For Finance teams, would be helpful to be able to create templates to aid in managerial reporting, reconciliations, etc. Functionality already exists with other reporting modules.
Date Submitted
Feb 16, 2026
MerchantAg Modules
Reports
MerchantFIN Modules
General Ledger
Product
MerchantFIN
Who will benefit from this idea? (Department and/or Job Title)
Finance
What problem does this Idea solve?
We currently have to modify the default settings to get the desired accounts. Would save time. Examples: saved report for expense account balances; saved report for balance sheet balances, etc. Would work well with the new Tag system!
Admin
Leisha Yost
Feb 19, 2026
This may be a good opportunity for Power BI. @Guest
This may be a good opportunity for Power BI. @Guest