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130This may be outside the scope of the GP forum, but we are currently seeking a solution to a fairly specific issue:
-We receive detail for invoices via detailed spreadsheet. We aggregate data in excel to create invoices for the customer, import to GP for the purposes of using the RM function and Financial Reporting.
As a financial services company, we want to implement a tool that will help in keeping the invoice at a high level for our customer, but keeping the detail data intact--this may mean there are multiple levels of aggregation we may need to see. Almost as if we would need to group customers or sales line items. Additionally, what we are looking for is a system that will basically allow us to create billing templates, as in recurring billing, but the amounts are never the same from month to month and based not on inventory or cost, but other financial measures such as an average daily balance.
Do you have any suggestions for add-ons, modules or am I potentially missing GP functionality that exists?
Thanks!
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