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!
I would like this feature as well!
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I think adding credits and retainers to Incoming Transaction Reporting would make the reporting much more useful. Having these amounts clearly separated would make it easier to track actual income, reconcile transactions, and keep financial records accurate. This sounds like a helpful improvement for managing project finances.
totally agree a dedicated colum for the retainer balance would save so much manual checking before invoicing . streamlining daily workflows is key tools like https://freedecisionmaker.com/ make quick work decision a lot simper too