I continue to be impressed with this software! Really well done… Can’t wait for budgeting module and ratio analysis, but that’s another subject
What I’m trying to achieve now is a way to import 3rd party payments. I am setting up a broking business where I want to record time spent on a “per customer” basis but not for billing. I don’t bill clients directly as my service is free to the customer, but rather receive commission payments from a 3rd party for each client’s business.
I will receive a monthly statement showing payments in relation to each client and hope to be able to import them, and also generate income reports summarised on a customer by customer basis.
I have the customer module active to record customer details, but don’t see any reporting options to show income per customer, or importing options for a spreadsheet file.
Can this be done in the system as it is, or would it require some new functionality?
Thanks again for a great system.