Administrator One

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  1. 25 votes
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      13 comments  ·  Wishlist » Finances  ·  Flag idea as inappropriate…  ·  Admin →
      Administrator One commented  · 

      When we ask for an income report it doesn't include invoices paid this month as it categorises the invoice by issue date rather than paid date. This is a HUGE problem as it inaccurately reports income. We are told the only way around this is to export all the information manually. As we are only a one person office we purchased your product to save time not take up extra time. I've never worked with a system that can't report payments at the time of payment. Please fix.
      Thank you

      Administrator One supported this idea  · 
      Administrator One commented  · 

      When we ask for an income report it doesn't include invoice paid this month as it categorises the invoice by issue date rather than paid date. This is a HUGE problem as it inaccurately reports income. We are told the only way around this is to export all the information manually. As we are only a one person office we purchased your product to save time not take up extra time.

    • 3 votes
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        1 comment  ·  Wishlist » Finances  ·  Flag idea as inappropriate…  ·  Admin →
        Administrator One supported this idea  · 
      • 6 votes
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          3 comments  ·  Wishlist » Finances  ·  Flag idea as inappropriate…  ·  Admin →
          Administrator One commented  · 

          Our council are in 22 different countries and need to have our membership broken down by category and country. At the moment there is only a manual process to do this by downloading the whole information into Excel. Could this be changed.

          Administrator One supported this idea  · 

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