first and last day columns for the general ledger model

[caffeinebounce]

Is there an existing feature request for this?

• I have searched the existing issues

Describe the Feature

I think it would be a good idea to add the 'period last day', and 'period first day' columns to the GL table.

I find it more efficient/useful to work from the GL table, as opposed to the GL by period table, so I have the detail/drill through. Since most reporting is done on a monthly basis and the Profit and Loss model is currently all rolled up to the period_first_day, I think it would be a helpful feature to just have these columns included in the GL as it allows for easier reporting.

Describe alternatives you've considered

I am currently just adding the column myself in snowflake, when I push to our production database

CREATE OR REPLACE TABLE GL AS
SELECT *,
DATE_TRUNC('MONTH', TRANSACTION_DATE) AS PERIOD_FIRST_DAY,
CASE WHEN LAST_DAY(TRANSACTION_DATE) = TRANSACTION_DATE THEN TRANSACTION_DATE
ELSE LAST_DAY(TRANSACTION_DATE)
END AS PERIOD_LAST_DAY
FROM (SELECT *
FROM PC_FIVETRAN_DB.QUICKBOOKS_QUICKBOOKS.QUICKBOOKS__GENERAL_LEDGER
WHERE 1=0);

INSERT INTO GL

Are you interested in contributing this feature?

• Yes.
• Yes, but I will need assistance and will schedule time during your office hours for guidance.
• No.

Anything else?

No response

[elanfivetran]

Hey @caffeinebounce, thank you for your engagement in our Quickbooks package!

I just wanted to make sure I understand your request properly. To confirm, are you requesting that we add two additional columns to our quickbooks__general_ledger model -- one that is the first day of the month of the transaction and one that is the last day of the month of the transaction?