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Re: Now You Know: Sales by Customer vs. Income by Customer Reports

Hi James,

 

As well as the reports mentioned above I sometimes use Classes to track income/expenditure by customer. For example I have a client that builds houses. Everytime he incurs an expense or earns income from a paticular client he has assigns a class which is set up as their individual addresses. This gives a clear breakdown of exact costs relating to that build only. You can also use Location in a similar way. There is also the new feature of Projects which can be turned on in the Account and Settings under the Company Cog which is useful for similar functionalities. 

 

Kind Regards,

 

Emily