Add Estimates to the dashboard to show value of open estimates by customer, like a pipeline
Add estimates widget, show estimates by customer or by item number, be able to compare to a different period as per the other widgets. show estimates won or lost to show conversion rate.
Payrun report showing leave accrued and leave balances
With many part time employees we must check their leave balances and ensure the correct amount of leave is accruing each pay run.
It would be useful if there was a report showing leave accrued and leave balance for each employee per pay run. The ...
Would be helpful if there was a payroll verification report that we could click into from the payrun before we finish it, just to confirm in one report that everything is correct.
Differentiate between bill payments and direct payments on transaction reports, reports to show totals
The reporting system only shows a catchall 'payment' or 'bill' in the type column of a report. As there are no balances or totals offered I have to export to excel then drill down into each transaction to see if it is a bill payment or a payment m...
This would be an extra 2 or 3 columns in the Income report. Add 'Budget' as an option for us to tick under 'Columns' in the Options. Then the calculation to compare income or expense with budget could be done either as % or Amount.
Currently the journal list report shows both journals & transfers. We need to split these out into 2 reports. The existing journal list report would only show journal transactions. A new report (Transfer list report) would show transfer transa...
We use Invoices to create a customers order sheet... when dealing with multiple customers in one day, we would like to be able to run a report that give us the total quantities for all common items for customers on that particular day by using eit...