Tuesday, February 11, 2025
1 change · saas-17.4
Resolved issues and error corrections
Financial reports now interpret a selected year the same way spreadsheets do: as the fiscal year starting in that year. This prevents mismatched date ranges for companies whose fiscal year does not follow the calendar year, improving consistency and reducing reporting confusion.
Original PR description
Problem --------- Currently, there is a discrepancy between the year filter in the reports and spreadsheet. In the reports, when using the YEAR filter, it will use the fiscal year that ENDS in the…
Problem --------- Currently, there is a discrepancy between the year filter in the reports and spreadsheet. In the reports, when using the YEAR filter, it will use the fiscal year that ENDS in the set year. On the contrary, in spreadsheet, the filter will use the fiscal year that STARTS in the set year. For example, if the fiscal year starts on the 1st of April (01/04), - in the reports, the 2024 date range filters the moves between 01/04/2023 and 31/03/2024; - in spreadsheet, the 2024 date range filters the moves between 01/04/2024 and 31/03/2025. This behavior is explained by the fact that we use the current day to compute the fiscal year in the reports. Objective --------- Make the report year filter behave like in spreadsheet. Solution --------- Update the initiation of the date option in the report options so that, if the year filter is used, we compute the start of fiscal year that will begin in the selected year rather than the fiscal year we currently are in. We then use this fiscal year value to compute the relevant date range like before. opw-4493556