Rev. Entry - Total by Group function
On the transaction grid, add a "total by group" button.
Jeff McGrath
shared this idea
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Jackie Bradford
commented
Randy, I guess it has been awhile since I have signed in here. My VP wanted to know the total revenue for the month, not sure if the customer was asking him or not, but it was a pain to add it all up by hand. And there was some other people here that had asked for that too. I don't remember what their situations were though.
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AdminRandy Miller
(Admin, MoversSuite)
commented
Jackie, besides it being a nice, quick way to see a total, can you expand on how you use this information once you have it? For instance, is a customer calling to ask you or are you totaling for invoice purposes, etc. Thanks!
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Jackie Bradford
commented
I would like this also. We have total by item code, but it would be nice to see the total per revenue group also. For instance we have a huge hotel job and we enter everything for each month under a new revenue group. It would be nice to highlight that group and then click a Total by Group button and see the total amount of revenue entered under that group.
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Jeff McGrath
commented
yes, for example, we created transactions for containers. we would like to see what the total for that container group is.
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Can you further define this? What are the expected results of clicking this button? Display a total of the revenue contained in the group (similar to the Total by Service Code)?
