If a future update can include a report that shows customer profitability across all modules (JC, SM, etc.) we would be able to easily see which customers are profitable across all lines of work instead of having to try and create reports on our own that match up Job Cost and Service Management tables by customer / date range
Company | Central Consolidated, Inc. |
Job Title / Role | Senior Accountant |
Dear Viewpoint Suggestion Box contributor;
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It's hard to believe this has not been addressed. Even QuickBooks has this option!
Yes please!!! We require this as well particularly where AR customer activity crosses PM and SM modules. Profit reporting needs to account for ALL revenue and costs including project invoices, adjustments, periodic billings, T&M and flat price.