Replies posted by Rich Conley

3 Replies

R
Rich ConleyNew Decimal

Customer Centered Reports - Non financialNew

The problem I’m having is if there’s any drop in revenue regardless of reason, it will show up in that report.  For example, we had a customer we did a large cleanup project for in January.  In February, they were billed just their recurring contract price so it showed a drop in revenue so it showed up as a negative number.   The other issue with that report is accounting for quarterly clients.  Some clients are monthly and others are quarterly.  Every month after the start of the quarter, it’s going to show a bunch of clients gone when really they are billed on a different interval.

3
Michael
1 year ago
Dakota
DakotaDigits Team
published in Setting up Digits

Getting your clients setup with DigitsTutorial

I really appreciate you guys getting on top of that.  Thanks!

2565
Michael
6 months ago
R
Rich ConleyNew Decimal
asked in General

Video for New Clients

Thanks for those links.  The 2nd video is what I’m looking for but I really don’t need the part where I am inviting them to the portal.  I don’t want to cause any added confusion so I would really like it if the video could reflect their point of view only.  Is this something you guys could work on so we have a nice client intro package? 

4
Dakota
1 year ago

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