I handle bookkeeping for an interior designer and would like a column for credits and retainers be added to the incoming transaction report so I can apply accordingly without having to click into each project to see if the client has a credit before sending an invoice. I know retainers is a filter, but I can’t tell when it’s been applied or only when it’s been paid.
Hi Erin! This is great feedback. I work on financial reports and have reached out to our engineering team to see if there is a different filter or column that could achieve what you’re looking for in the incoming transactions report, or if the ability to add this information is possible. I will keep you posted!