Hi - why does JOIIN ask for a range of dates for a balance sheet - ie from and to dates?
This shows a fundamental lack of understanding of accounting.
I'm worried about what the range may create. It doesn't even allow a range of days (ie 31st Dec 2022 to 31st Dec 2022), only months. So if I pick say December 2022 to December 2022 I don't know if tis is going to give me an average of the Balance Sheet for each day in December or the position as at Dec 31st 2022
Hi Tim, thanks for the post on the forum, please allow me to explain why the report filters work like this on the BS (and TB).
The amount shown on your Balance sheet will always be the month-end amount for the month shown in the 'end date' dropdown, we have clarified this here https://support.joiin.co/support/solutions/articles/42000010825-the-joiin-reports
The start dates are used across all of the Joiin reports, whilst in your example of looking at a single time period of December 2022, the start date doesn't have a necessary meaning, if you then wanted to compare December 2022 to November 2022, the start date can be used as a cut-off point from the previous period. (See below image)
Finally regarding date ranges, currently Joiin only brings in month-end account balances, in the future we will be exploring more granular reporting, I will let you know when we get to that stage.
Please let me know if you have any questions and thanks again for your post.