Hi guys. I was just about to teach myself how to built an Access database when I wondered if Manager was able to do what I want already.
I receive a monthly payment from a company I have a contract with. That single payment is made up of many smaller amounts that relate to a diverse group of clients I have worked with on that company’s behalf. I get a statement that shows how much of the single payment relates to each client.
I already use Manager to record the bulk payment to my company, but am wanting to track the payments relating to each client so I can identify trends and see which of the clients may require further maintenance. I have an idea how I could achieve this with either a database or even a spreadsheet, but it would be nice if I could gather it all together under the Manager banner if that is possible.
The Customers module doesn’t seem to do what I am needing as I don’t invoice the individual clients. Is there some other way to achieve this?
Thanks in anticipation…