Customer Statements: Review & Feature, Fix or Focus Request [Gold & Silver]
Hello Members,
The training we have for this week that I have shared with you was about the Customer Statements. If you have not seen it yet, you can view it right here on YouTube.
Now that the training has been released, I am looking for your feedback to make this even better, just for you, our incredible Patreon Members.
So, what Feature can I add for you? Did you find an issue you want me to fix? Or is there a particular area you would like me to focus on?
Please comment your ideas and feedback to any of these below and I will do my best to not only create an updated workbook but release a private training video next Monday, right here on Patreon.
I am looking forward to hearing from you and thanks so much for your support.
Regards,
Randy
Comments (8)
I see all this links but I didn't find video to make like this step by step !!
That is all the content I have for that training, however please feel free to download the template, and watch the training as many times as you want. (So you now have access to everything that I have on this specific template) Also through Patreon you can get the updated version with additional features and also additional training video that is not part of YouTube
I want to make this sheet where is training ?
Hi John, are you looking for the original training video or are you looking for the template to download?
Hello, whats the difference between this min accounting app and the one that when builds in the masterclass?
HI Peter, this is just a very basic accounting system with only 1 single account entries (Income, Expenses, COGS) while the Full Accounting application in the Mentorship program contains a legitimate dual entry accounting system that rivals Quickbooks Pro and includes • Full Inventory • Invoicing (with custom Template & design Features) • Purchase Orders (with custom Template & design Features) • Customer Credits (with custom Template & design Features) • Enter Transactions (Bills, Bill Credits, ePayments, Checks, Charges, Charge Credits) • Recurring Transactions • Customer Management • Vendor Management • Item/Parts Management • Dashboard • Bill Payments • Customer Payments • Make Deposits • General Journal • Chart Of Accounts Management • User Login & Management • Admin Manager • File Attachments • Automated Email & Alerts • Recurring Transactions • Account Transfers • Account Reconciliation I hope this helps and thanks so much.
Maybe allow for sales tax calculation to be optional, not calculate on hourly labor items.?
Thanks so much Jeanna, I will do my best to get that added, as I have done in a few of the other Invoices. Thanks again for your continued support