Credit Summary Report

Coming soon to ITrack Enterprise: Improvements to the Credit Summary report! – Date range is no longer limited to 12 months. You can select any range you’d like. – Added “Weighted Average Days To Pay”, which takes Sales Order amount into consideration. – Added more informational fields, including Default Salesperson, Customer Type, Phone Number, Email, and document identifiers and dates. …

New Reporting

Coming soon to both ITrack Pro and ITrack Enterprise, the Weekly Sales Insights report is getting some big functionality updates. The report will no longer be called “Weekly Sales Insights” in the Report Viewer; it will be called “Sales Insights,” and you will be able to use it to pull Weekly, Monthly, or Quarterly sales information. This is going to …

Billing Statements

Coming soon to ITrack Pro, Billing Statements are getting an overhaul. The new report is neater and easier to read in addition to being able to run historically. It correctly shows Applied Credit on invoices and balance as of the date range end date, not the current date. The 30, 60, 90, >90 intervals at the bottom have also been …