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New AI Community Guidelines. Please review and follow them to ensure AI use stays safe, accurate, and compliant.

How can I produce client value reports on a cash basis, if we are accrual?

edited Jun 2, 2025 2:35PM in Ask A Guru 8 comments

We are accrual based, collecting multi year contracts upfront, and recognizing revenue over the length of the contract. Management would like to see reports based on contract year, instead of calendar reporting year. Is there anything in NS that could assist in this process? Currently, we manually produce an excel report. Thank you!

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