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Hoping to see an update on this. Thanks!

in Can you add amortizations schedules to credit card transactions on the expense line? Comment by User_MEMX1 May 31, 2023 2:14PM

Thank you @Clarisa De Torres-Oracle ! I searched for this report and it is not in my system but I see it is part of Software Vertical Contract Renewals App. I've never heard of that but I think we could use it for our needs! I will ask my Account Manager for more information!

in How can I produce client value reports on a cash basis, if we are accrual? Comment by User_MEMX1 May 2, 2023 1:34PM

Brian, I never thought of the quantity as a date field! We use items to track the dates. A one year contract is one item, two year is a different item. I would like to see the contract amount, split by contract year, and them add to the report , a revenue item that would need to match the contract year.

in How can I produce client value reports on a cash basis, if we are accrual? Comment by User_MEMX1 May 1, 2023 3:03PM

Thak you for responding! Contracts can be even amounts but varying years. Cust 1 can be 40k over 2 years, while Cust 2 can be 15k over 1 year.

in How can I produce client value reports on a cash basis, if we are accrual? Comment by User_MEMX1 May 1, 2023 2:44PM

Thank you! Our issue is, we have a $40,000 contract that covers two years. I need a report that shows 20,000 revenue for the customer for Y1, and same for Y2. In NS, it is all in deferred, recognized over the life of the contract.

in How can I produce client value reports on a cash basis, if we are accrual? Comment by User_MEMX1 May 1, 2023 2:16PM

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