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It would be good to be able to edit the format of the monthly payments received and refunds made reports under the accounting tab to allow me to save a default report that has only the selected columns I need.

🔍 Problem Statement

The monthly payments received report format cannot be customised. Finance teams who need specific column ordering, date formats, or grouping must manually reformat the export every month, adding repetitive work.


💡 User Story

As a finance team member, I want to customise the format of the monthly payments received report (columns, date format, grouping), so that the export matches our accounting system's import requirements without manual reformatting.


🎯 Definition of Done (DoD)

A feature is done when:

✔️ Given the payments received report settings, when a finance user configures the column layout, date format, and grouping options, then the exported report reflects those settings — and the configuration is saved for future exports.

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