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Team Overview showing client names
It would be more useful if the Team Overview included the client names associated with each staff member.
0
Additions to Financial Overview report
Add a new page (or pages) for key metrics from several (Xero) reports (Balance Sheet, Profit and Loss, Aged Payable Summary and Aged Receivable Summary). Aged payables/receivables to ideally show current, 1month, 2 month and 3 month days aging. P&L and Balance Sheet to ideally show each month and the difference to last. Note that not all required data may provided (from Xero) for this. However, a separate roadmap item for report P&L metrics "as at" a point in time may have overlap/use here. Consider a complete rebuild of the Financial Overview report to make it more distinct to the Health Check report, which currently includes several financial overview metrics already, in a simpler format.
0
Task Data Explorer Report Enhancement
Please add filter by client, custom date range, and a column for task frequency on Task Data Explorer report. Thank you.
0
Add company logo to the Health Check Report
The ability for our company logo to be added on our clients Health Check Report generated in PDF. Thanks
0
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