Settings and activity
3 results found
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11 votes
Christina Shen
supported this idea
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306 votes
Hi team, we're pleased to share that this work is now underway.
Our intention is to allow you to associate a contact per line in a manual journal.
We appreciate there is a lot of interest in progress for this feature and I'll be back to share as soon as we have more news to update you on, here.
An error occurred while saving the comment Christina Shen
supported this idea
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66 votes
Hi everyone, thanks for being a part of the conversation on filtering Profit and Loss reports by contact. We understand how this could make digging into profitability a bit easier.
There is currently the Income & Expenses by Contact report that’ll show where you’ve incurred expenses or received income or funds for each contact. You could also Group or Filter this report by contact with the ability to drill down to the transactions related to each amount.
Alternatively, some people in the discussion have also kindly shared their method which may help others.
Our product team has reviewed this idea, and while this may be a development we consider in the longer term it isn’t roadmapped at this stage. We’ll continue to keep an ear on the ground here and share if there are any updates.
An error occurred while saving the comment Christina Shen
commented
I need to run the report of Sales by client and the report of cost by supplier. Both of them I can complete by entering account transactions to choose summary by contact. But I can not run the report of profit by client. Is there any solution to make the supplier name link to the specific client name? So that this way can run the report of profit by client.
Sometimes we need to recognize revenue using manual journals, with a debit to Unbilled Receivables and a credit to Revenue. We then issue the invoices in installments. It is very important to attach a contact name to the manual journals, as this allows us to run the Sales by Contact report.