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Subscription Reporting

This feature allows you to select reports to auto-run for delivery when a period is closed. If you have reports that you run on a recurring basis, (e.g. monthly, quarterly, and annually) you may now set a rule for these reports to run automatically when the period is closed. You will receive an email notification that your reports are available including a link to access your report.

Estimated Annual Income Report

This report takes new activity into consideration and calculates an updated Fiscal Year income estimate that will aid in more accurate and current budgeting. An additional income calculation example can be found here.


Please contact Lauren Armstrong, Manager, Accounting Services at 847.491.4468 or Stephan Dimos, Accountant 2 at 847.467.2608