Name of Feature/Request: Additions to Recurring Transactions List that includes all of the RECURRENCE SETTINGS
What financial, time savings, or quality of life improvements will occur from this: Requesting additional sorting options to Recurring Transactions List that would include all of the RECURRENCE SETTINGS so Russ could build a report with that dataThings to Consider: Russ asked how much we’d charge for this request. The majority of his business is by recurring orders and all the information he needs to report on this is in the system, but he has no clear/simple way to pull it all together in a report to audit his recurrences.Russ specifically asked to sort by: FrequencyStart DateLead Time in DaysGenerate Automatically (checked or unchecked)Name of Responsible PartyRecursEnds OnTO BE PRINTEDInvoice Due DatePerson ResponsibleVoided InvoicesAdditional sorting options would be:Transaction TypeCustomer/VendorTransaction #AmountNext DateLast CreatedSuggested Alternative Solutions: Original Description: See Russ’ email in discussion below for more details.Added by System as Task Type was changedRequired Information From Requested ByHow is it being accomplished now & what competitors have this?: not being accomplished nowHow often does the concern in your request occur?: dailyRequired by Striven ConsultantsCustomer Status: Premium OnlyGo-Live Complete?: YesSubscription Start Date: 05/23/2020Monthly Users: 16Amount You Think Customer Would Pay: Up to 100% of what is quoted
Attempted Solutions So Far: None Listed
Digging deep - Any additional Why behind this request / How was this accomplished before Striven in what system or software: Original Description: See Russ’ email in discussion below for more details.Added by System as Task Type was changedRequired Information From Requested ByHow is it being accomplished now & what competitors have this?: not being accomplished nowHow often does the concern in your request occur?: dailyRequired by Striven ConsultantsCustomer Status: Premium OnlyGo-Live Complete?: YesSubscription Start Date: 05/23/2020Monthly Users: 16Amount You Think Customer Would Pay: Up to 100% of what is quoted
StrivenID: 2179869