Name of Feature/Request: Transfer the SO Name to the Invoice in Order for it to Pull Into a Report
What financial, time savings, or quality of life improvements will occur from this: I need a report that has quote number, quote name, invoice number, payment details – all in one. I currently run an invoice transaction report, a payment report, and a quote transaction report and use VLookups to get the information on one report. | Frequency: Every invoice created | To be able to track invoices created by employees.
Attempted Solutions So Far: Gave embed custom URL with report that gives invoices created by employees in her system
Digging deep - Any additional Why behind this request / How was this accomplished before Striven in what system or software: Previously accomplished: Gave embed custom URL with report that gives invoices created by employees in her system
StrivenID: 4090503