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Tracking Sheet updated with Rough Balances for Unmatched Customers
@Aleisha Bailey -
Please see https://docs.google.com/spreadsheets/d/1IL1UlQV8tAqoD5JnXMxn55VfZk2ybJXc/edit#gid=1968675311
I have updated the tracking sheet with the 2019 and Jan 2020 invoice totals for Peachtree customers not matched to a customer in Odoo.
Note also that, as requested, the spreadsheet also contains the number of transactions for each customer for 2019 and Jan 2020 respectively on the vlookup tabs that drive the report -
Jan 2020 Balances for Unmatched Customers and 2019 Balances for Unmatched Customers in the same workbook.
The Burndown chart is now populated and I can set up time with @Monische Edwards to get the status of each customer updated.
Please see https://docs.google.com/spreadsheets/d/1IL1UlQV8tAqoD5JnXMxn55VfZk2ybJXc/edit#gid=1968675311
I have updated the tracking sheet with the 2019 and Jan 2020 invoice totals for Peachtree customers not matched to a customer in Odoo.
Note also that, as requested, the spreadsheet also contains the number of transactions for each customer for 2019 and Jan 2020 respectively on the vlookup tabs that drive the report -
Jan 2020 Balances for Unmatched Customers and 2019 Balances for Unmatched Customers in the same workbook.
The Burndown chart is now populated and I can set up time with @Monische Edwards to get the status of each customer updated.
by Kirk DaCosta - 11:58 - 21 May 2020