Collection process automation project invoices
Hello! With the current design of the collection process automation, the system doesn't include project invoices. This configuration excludes these invoices, hence makes the functionality limited and not helpful for many customers with business mainly on projects. In the standard Create collectio...
Category: Credit and collections (145)
Customer/ item statistics report project scenarios
Hello! With the current design, the Customer/ item statistics report doesn’t cover the project scenarios.
Previously this was reported, but not considered for fixing. Also, just want to mention the customer turnover report includes projects. Thank you!
Category: Sales and marketing (681)