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Reports to view revenue by Account Manager

In a lot of businesses Account Managers are paid bonuses for how much revenue they bring into the company. There is a field in KashFlow that allows us to add the Account Manager to the client account but this doesn't allow us to run a report that just brings up their accounts. Right now we're having to scroll through hundreds of clients and pick out the ones that are allocated to a specific Account Manager which is extremely time consuming.

  • Paula
  • May 24 2017
  • Future consideration
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