If I have incoming referrals / commissions coming in, is there a better way to keep track of them other than creating a full transaction where most field don't apply and then it counts as a real transaction vs just a referral in reporting, but we also need it in the total income report... would be nice to have it somehow separated or filtered... there is a space for outgoing referrals which makes sense since it's my transaction, but not really for incoming.... Any info and advice would be appreciated in case I'm missing something...
And I am a PB ...
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SkySlope Supportposted
3 months ago
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Created By Dana Santerre
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Agree! There has to be a better way to handle this situation.
Created By Marketa Pospisil
RequesterIf I have incoming referrals / commissions coming in, is there a better way to keep track of them other than creating a full transaction where most field don't apply and then it counts as a real transaction vs just a referral in reporting, but we also need it in the total income report... would be nice to have it somehow separated or filtered... there is a space for outgoing referrals which makes sense since it's my transaction, but not really for incoming.... Any info and advice would be appreciated in case I'm missing something...
And I am a PB ...
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SkySlope Support posted 3 months ago Admin
Created By Dana Santerre
RequesterAgree! There has to be a better way to handle this situation.
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SkySlope Support posted 3 months ago Admin
Created By Tanya Peterson
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