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dazmond

  • Posts: 24434
cleaner planner. earnings history/expenses etc
« on: November 07, 2014, 06:43:10 pm »
so ive finally got cleaner planner up and running.emailed rob with george back up etc.

now ive got all my customers there and debtlist but what about my history of expenses and earnings for the year till today?

will i have to print off a finance report off george up to todays date for my records?

cheers in advance guys
price higher/work harder!

Michael Peterson

  • Posts: 1741
Re: cleaner planner. earnings history/expenses etc
« Reply #1 on: November 07, 2014, 06:52:48 pm »
Rob doesn't export them at the beginning but he will if you ask him , you will like the support you get from him dazmond , as a fan of Alex gardiners customer service you can expect similar from rob

Dave Willis

Re: cleaner planner. earnings history/expenses etc
« Reply #2 on: November 07, 2014, 08:16:46 pm »
I got rob to import all my years expenses. Trouble is I don't think it's possible to import all the work done previously which makes your profits seem out of balance. Just print off your accounts to date then carry on 'till the rest of the year with CP.
I had Rob take them off again and started from scratch.

dazmond

  • Posts: 24434
Re: cleaner planner. earnings history/expenses etc
« Reply #3 on: November 08, 2014, 02:36:25 am »
yeah i think thats what ill do dave.cheers.

price higher/work harder!