vpcontroller
Level 11

Other Questions

 

@david_g 

 

"The ability for the 'whole' of the projects structure to be switched from Cash basis to Accruals basis would be much more useful."

 

Yes, I agree. This is a design flaw on the Intuit's part, I think. We should be able to switch from cash to accrual or vice versa right on the overview page of the project (similar feature available feature on almost all standard reports).

 

 

There is a grayed out "Cash basis" next to the 'print list' icon and 'Export to Excel' icon. Is this indicating that there is a switch that can be thrown to change between 'cash' and 'accrual"

 

In order to switch it to Accrual from Cash, you will need to change it from main gear settings (Gear on the top > Your Company > Account and settings >

 Advanced > Accounting > Accounting method > Change to Accrual > Save > Done.

 

But you would not see "Accrual basis" next to the print icon like you saw grayed out on "Cash basis".  Very strange!