If Tesorio can show the entire invoices including payments, the Statement of Account will become detailed that is necessary when a customer requests for it and wants to see all the payments applied to their invoices.
For instance, I created a Balance Sheet, it only prints landscape, which makes it just over 2 pages long. I would also like to be able to do print options like "fit to one page" or "fit columns to one page".
I love using native apps on my phone, I do most of my business-y stuff there. Also consider some kind of forecasting charts. That was the one thing I loved about Microsoft Money back in the day, I could plug in what income I was expecting and it would show me a chart of what that looked like in... Read more
Our current make-shift method is to use an estimate to create the PO for the vendor. It's not clean b/c it presents to the vendor as a estimate instead of a PO but we just type PURCHASE ORDER on the text field
If you have an integration is out "out of the box" or did it require customizations. Do you pull in both Revenue and AR activity?
How is the reconciliation done?
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