What are custom reporting periods?​

With custom reporting periods, you're no longer tied to the usual monthly reconciliation cycles. Now, you can set your own schedule—whether it's half-yearly, quarterly, yearly, or even a 4-4-5 setup. The power is in your hands to choose what works best for you.​​

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How to turn on:

From app.rechound.com, click on settings in the top right.​

From settings, select "Reporting Periods".​​

You will be met with this screen:

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Adding Custom Periods:

- To turn on custom reporting periods, press the on/off switch.​

- You can now define the reporting periods that come down the left hand side of your homepage.

- Press the "Add Period" button to add one additional period.

- Once the period is added, press the edit button to change the dates or name of the period.

- Hit save and you're done!

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Period Creation Wizard:

Create multiple periods at the same time using the Period Creation Wizard. 

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- Press the Add Period Wizard button - you will see an unpopulated version of the below:

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- To define your periods, simply select the cycle type from the options listed, and select the number of periods you wish to generate.

- Once you click "Calculate Periods", the periods will populate on the right hand side. 

- Select "Add Periods" - this will add the calculated periods to your list as drafts. 

- From your period list, edit any period names or timelines by selecting the particular period, or you are free to delete periods if required.

- Hit save and you're finished!​​​​​​​