We're a staffing company and our customers may have multiple jobs to which we send employees. Currently, we have to use a third-party product to track these, but our CFO would like to be able to pull reports by Customer AND individual jobs FOR that customer. Our current GP (2016 R2) only has reports by Customer.
Does anyone have a solution to this that only relies upon GP itself?
Director, Information Technology
2003 Gordon Highway
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Thanks for the offer, Samantha. Here are your questions, answered...1.) Do you use Sales Order Processing or Accounts Receivable for invoicing customers?Accounts Receivable, via a Partner product: 1st Staff Back Office from Professional Advantage2.) Do the invoices you send have multiple jobs on them or are they job specific invoices to where no single invoice covers multiple jobs?Both. We have multiple formats (in Report Writer) depending on what the client wants to see.3.) How do you apply cash when in comes in? This is particularly relevant to question #2 where a single invoice may cover multiple jobs. Specifically I'm thinking in regard to if your CFO would want to see open invoice by job.I just asked our Accounting Director and, while the CFO does want to see the actual invoicing by job, when an invoice is paid, it's going to AR and open invoices by job aren't particularly relevant at that point.Again, thanks for jumping in.... plus everyone else who's trying to help. Good Information all-around!
Thanks for the additional info, Samantha. I'll definitely pass it on... and we already own Extender and have opted to also go with eOne's new "Popdock" product when renewal time for SL Builder comes.
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