Several of our clients have multiple rental properties and we need to dissect the various properties. Essentials would be an ideal tool for this, but we don't seem to be able to segregate transactio...
Hi Suja,
In answer to your questions:
I'm a clinical psychologist and I take contracts,referrals to perform services by a set number of appointments or a set amount of money. I would love to set up a job for each contract then track each session and/or each invoice charged to the organisation. I need the option to track things like: organisation name, address, phone number; case manager name, phone number and email; client/employee name, address, email, phone number; case number; injury date; referrers name, provider number, address, phone number and email.