Viewing Statement of Rev & Exp by Period with Unposted Items Included
The most recent upgrade allows for the Statement of Financial Position to now include unposted items which is great. We use the Statement of Rev & Expense by period to view activity as it occurs throughout the month. This would be much more beneficial if it included all unposted items to date since the Accounting Department does not always post all the entries on any given day especially when month-end entries are being generated. This would make that report hugely more valuable for all your clients.
Thank you,
Comments: 16
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With the updates being currently made, is this an option now? It would be extremely helpful to many orgs!
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Thank you to all those who took time to upvote this request. Making these adjustments would touch many areas in MIP and has high potential for error. We are actively monitoring this post so please feel free to add additional comments.
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The ability to includeunposted transactions in combining reports is long overdue IMHO.
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We utilize the 'by Period' report for various analytics throughout the month and concur that often accounting is awaiting final approval for month-end, quarter-end, year-end, and audit adjustments. The functionality of including unposted transactions would allow for more timely analytical review of data during a 'soft-close' period. Currently, we must maintain spreadsheets and manual reports in order to create our trended (or by-period) reports. It is labor-intensive and not cost effective. With the monetary investment made in Abila, this capability just makes sense. If we are going to spend in house labor hours to develop reports, it makes more sense to go with a more cost effective accounting system to offset the cost.
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We would like to have the option to include Unposted items in all reports.
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Thank you Toni. We will post this suggestion to the board for voting!
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The functionality of the comparative trial balance is great, but if we could add under options to include Unposted Transactions (like we have on the working TB report) that would make it so much more useful.
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"Adding Unposted Transactions to Comparative Trial Balance report" (suggested by <Hidden> on 2024-12-13), including upvotes (1) and comments (0), was merged into this suggestion.
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Not being able to include unposted transactions in financial statements by period makes the report pretty useless.
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I'd like the option of combining unposted and posted activity on a Transaction detail report. Right now, I have to manually merge the two and it is very time consuming. It is an option on the Financial Statement reports section and would be would be very helpful to include it in this Transactions section of Reports.
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Hi Rebecca,
Thank you for the suggestion. We will take this under consideration and put it up for voting. Thank you! -
John Michael, I just found a similar request. Mine would be included if this one is implemented, so they can be merged if you prefer: https://mipideas.featureupvote.com/suggestions/577049/option-to-show-unposted-items-in-all-reports
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"Add "Unposted Transactions" option on General Ledger Transaction detail report, or vice versa" (suggested by <Hidden> on 2025-02-05), including upvotes (1) and comments (1), was merged into this suggestion.
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Add an option to the Statement of Revenue and Expenditure by Period report to include the unposted transactions.
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"Statement of Revenue and Expenditures by Period Option to add unposted Transactions" (suggested by <Hidden> on 2026-10-30), including upvotes (1) and comments (0), was merged into this suggestion.
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"Option to Show Unposted Items in All Reports" (suggested by <Hidden> on 2024-08-23), including upvotes (12) and comments (10), was merged into this suggestion.
