Finance Detail
considering
Patrick Ray
As a Band Leader, when I see a discrepancy in projected and actual income/expense, I want to be able to quickly find where that discrepancy exists. I.e.: click on the projected value and it shows me all unpaid items. This would help immensely with reconciliation and save loads of time. Currently, I have to go through gig by gig checking for paid items manually, which is made more tedious by the back button/re-filter-and-sort dance.
Brad Smith
Patrick Ray Thanks for the feedback, as always.
Have you used the paid/unpaid filter on the transactions table? (pictures attached)
This will let you see all unpaid (or projected) income/expense transactions, and then further filter or sort if you wanted to accomplish something else. The detail for each transaction should let you open the associated event in this tab or a new one, which may help.
Does this help? If you already knew about this, how did this fall short on accomplishing what you wanted?
Cheers, thanks again.
Patrick Ray
Brad Smith: This is EXACTLY what I wanted! Thank you so much. This feature is AWESOME! But I didn't know it was there. You just made my day :-)
Brad Smith
considering