Evan Bollentin

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Última actividad de Evan Bollentin

  • Evan Bollentin hizo un comentario,

    1. Comunidad
    2. Reports
    3. Inventory Revenue Report

    Hi all,    I enabled the report for Quotes and that worked well. The downside is there is no ability to sort by status, so lost or canceled jobs are included. But by dumping to an excel file that d...

  • Evan Bollentin creó una publicación,

    Inventory Revenue Report

    1. Comunidad
    2. Reports

    Hello,   I'm looking to see if there is a report similar to the Inventory Revenue Report but for Quotes and not Invoices.  Due to the long standing issue of not being able to invoice large multi-qu...

    • Evan Bollentin
    • 4 seguidores
    • 5 comentarios
    • 0 votos

  • Evan Bollentin hizo un comentario,

    1. Comunidad
    2. Accounting
    3. Creating a single invoice from an Event Folder

    I 100% agree with Sander. We have been looking at another Software "Rentman" that offers more detailed CRM features, and they allow you to create a project with "sub orders" so you can break a proj...

  • Evan Bollentin creó una publicación,

    Revenue Dashboard pull from Quotes and not Invoices

    1. Comunidad
    2. General Discussion

    Hello, We have over the last few months started to utilize Incremental Invoices often, to either create a deposit and balance invoice or create a single invoice that doe snot list equipment. Genera...

    • Evan Bollentin
    • 2 seguidores
    • 1 comentario
    • 0 votos

  • Evan Bollentin hizo un comentario,

    1. Comunidad
    2. General Discussion
    3. Update Quote dates workflow

    Bumping this, getting date changes to update on large trees can be time consuming. It would be nice to have an ability to make sure that all dates on a project syc even with changes vs each element...

  • Evan Bollentin hizo un comentario,

    1. Comunidad
    2. Accounting
    3. Creating a single invoice from an Event Folder

    Replying to Nick, that is pretty-much what I do now, but it would be awesome if there was a simple feature addition to make this happen automatically and link back to the associated quotes.  Also, ...

  • Evan Bollentin hizo un comentario,

    1. Comunidad
    2. General Discussion
    3. Introducing Loomium - a suite of integrated Flex add-ons

    Hey ben, I have sent in a few emails through your site to inquire about some custom reports but I don't know if they have gone through. Do you have a good way to contact you about that? 

  • Evan Bollentin hizo un comentario,

    1. Comunidad
    2. Accounting
    3. Melio for payments and deposits

    Hey Randy,   Thanks for your reply and update on this. It definitely feels good to know that progress is going to be made on this.    Another option that has been on my mind for a while is a featur...

  • Evan Bollentin hizo un comentario,

    1. Comunidad
    2. Accounting
    3. Melio for payments and deposits

    Hey Randy, We do this for two reasons and both are Flex related limitations.  First, our large projects are so large that we get close to the item line count limit for a document. A recent show tha...

  • Evan Bollentin hizo un comentario,

    1. Comunidad
    2. Accounting
    3. Melio for payments and deposits

    We use Melio and our quickbooks usually is bad shape. We would love the ability to accept payments directly in Flex and look forward to the news on that.  Randy, while the integrations team is at i...