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Feature Launch: Edit your existing LiveFlow reports

July 28, 2024

Today we are excited to share that you can now edit the settings on your existing LiveFlow reports! 😍

Imagine you’ve imported an Accrual P&L, but later realized that you needed a Cash P&L.



Now you can simply go to Manage Reports and edit the report settings instead of importing a new report every time. 

In this first release, you will be able to 👇

  • Edit your filters (i.e. classes, customers/projects, locations, suppliers etc.)
  • Change your report from accrual to cash and vice versa
  • Modify whether your reports include links to QuickBooks and show subtotals as formulas

🔜 Next up, we are working on giving you the ability to edit date ranges and how your columns are displayed.

Install LiveFlow Google Sheets Add-on from Google Marketplace for free here.

What's New With Us?
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LiveFlow is constantly growing.
We've got lots to show you!
Book a demo

Supercharge your financial reporting today

See LiveFlow in action and discover how to streamline your workflows.




















































Feature Launch: Edit your existing LiveFlow reports

March 25, 2022

Feature Launch: Edit your existing LiveFlow reports

Today we are excited to share that you can now edit the settings on your existing LiveFlow reports! 😍

Imagine you’ve imported an Accrual P&L, but later realized that you needed a Cash P&L.



Now you can simply go to Manage Reports and edit the report settings instead of importing a new report every time. 

In this first release, you will be able to 👇

  • Edit your filters (i.e. classes, customers/projects, locations, suppliers etc.)
  • Change your report from accrual to cash and vice versa
  • Modify whether your reports include links to QuickBooks and show subtotals as formulas

🔜 Next up, we are working on giving you the ability to edit date ranges and how your columns are displayed.

Install LiveFlow Google Sheets Add-on from Google Marketplace for free here.

What's New With Us?
Cta Photo
LiveFlow is constantly growing.
We've got lots to show you!
Book a demo

Set your financial reporting on autopilot. Goodbye manual work.

Eliminate manual data entry and create customized dashboards with live data.