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KashFlow Ideas

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Status Acknowledged
Product IRIS KashFlow
Categories Reports
Created by Guest
Created on Jan 10, 2017

Customer Reports

Hi, it would be very useful to be able to adapt reports for customers. Currently I work to a Client named Orbit. Orbit manage 20+ buildings. Sometimes I need to provide a report on a particular building and sometimes I am required to produce a report for Orbit as a whole ie. all sites. Currently I can only provide a report per building as I was not able to set up my client with sub sites against them. When we are chasing payment of the whole account it's proving very difficul - I am having to go into each and every site to obtain details and then put everything into a spreadsheet of my own. Please help with this issue as I'm sure it's not only us who manages clients in this way.
Thanks, Danni
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