Allow users to flexibly add columns to report "Payments Received" (comment, sales person, days outstanding, etc.)
As a user I would like the ability to flexibly add columns to a report, for instance "Payments Received." We use the comment field. Others use sales person. We would also like to track days outstanding. This should be available on all reports, not just on Invoices or Payments Received.
Beau Martin
shared this idea
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GetWest
commented
I would like to be able to customize the report with as many details as I need.
Example; Customer name and invoice number, specific item, quantity sold, and date it was sold on. I can create a report that has most of this information, but when I am looking for a specific date an item was sold there is no easy way to do this. -
Julia Azarcon
commented
in payments received report there should be an option to include date of invoice so that we can track how long it takes in days to get paid.
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Patty Dailey
commented
Sales person should be an item that can be managed under users and roles. Also, for admins looking through invoices you should be able to sort by users and/or salespersons