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K
kevinamfs
October 28, 2022
Question

Access: Estimates & Progress Invoicing Summary by Customer Report

  • October 28, 2022
  • 1 reply
  • 19 views

Why is the report "Estimates & Progress Invoicing Summary by Customer Report" not accessible to the highest level Sales role (Sales Manager)? I can see the report as the Primary Company Admin; however my Sales Manager is not able to access it. This is critical functionality that I would think a Sales Manager role should have, I can NOT give out Admin Access to them to be able to access this report... Please Advise!

 

 

1 reply

L
LollyNino_CQuickBooks Team
QuickBooks Team
October 31, 2022

Thank you for posting here on the Community, @kevinamfs. I'm here to help you with progress invoicing In QuickBooks Online. 

 

I understand that you want the sales manager to access the Estimates & Progress Invoicing Summary by Customer Report by giving them the highest level sales role. Currently, the report is accessible by the admin role. As a workaround, you can send it to them through email. 

 

Due to the high volume of feature requests, Our Product Development Team may have overlooked the request to be able to customize the Estimates and Progress Invoicing Summary report and filter it to show specific data in QuickBooks.

 

You can send Feedback to our Engineers if you haven't yet sent your request. I'll input the steps below so you can proceed. To begin, here's how:

 

  1. Access your QuickBooks Online company.
  2. In the upper-right corner, click the Gear icon and then select Feedback.
  3. Enter a brief description of your product suggestion, and then click Next.
  4. Type your email address.
  5. Once done, click Send Message.

 

In addition, I've got you this article in case you'd like to share your reports with your team: Share custom reports. 

 

Let me know in the comment section if you have further concerns regarding progress invoicing in QuickBooks. I'll be more than happy to help. Have a nice day!

K
kevinamfsAuthor
October 31, 2022

Thanks for the response. Is there a reason this information requires Admin level privileges? It only contains info related to Estimates, Invoices, and Customers, which I would think should be accessible by a Sales Manager? Let me know if there's some privileged information in this Estimates & Progress Invoicing Summary by Customer Report which I haven't thought about.

    DivinaMercy_N
    DivinaMercy_NModerator
    Moderator
    November 19, 2022

    ChristieAnn, we are fully aware of what data the report gives and it is exactly the type of data that should be given to a top sales role user. I just found out it isn't even offered when I grant the person an ADMINISTRATIVE role. only a "company administrator". Now they can see all of payroll but can't run a simple report to allow for staying on top of invoicing our clients? What's more is the lack of filtering ability. Please please please can you let us filter out projects that no longer have anything left to invoice of an estimate! If it is fully invoiced and there is ZERO left to invoice I don't need to see it. This is where we always hear... Well you can EXPORT it and do what ever you want! No No No... you can't because of the way this report is generated. It takes a great deal of time to properly filter our ZERO's. Call me I would be happy to explain how it should work. So that would be a great start. Allow for proper filtering and allow sales people and general administrative users to see this report. Asking quickbooks users to pay monthly for this service should entitle us to some helpfully updates once in a while.  


    Thanks for providing additional details of your concern, @07141983. I'm here to ensure you'll be able to generate the report you need. 

     

    I appreciate you sharing your insights about this report. That said, I encourage you to send feedback to our product developer. You can also add a screenshot or attached a file that will provide a visual representation of your idea. Rest assured that they review all the suggestions submitted by the users and consider it adding to future program updates. Here's how:

     

    1. In your QuickBooks Online (QBO) account, select the Gear icon.
    2. Then, choose Feedback.
    3. Enter a brief description of your product comments and suggestions.
    4. Select Next to submit. 

     

    You can also track the submitted feedback by going to our QuickBooks Online Feature Requests website.

     

    Additionally, feel free to browse through our Help articles page to get resources and guides in performing your QuickBooks tasks. 

     

    Please know that you can always post here again if you have any other QuickBooks concerns. I'm always here ready to lend you a hand. Have a great day ahead.

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