Applying credits to month they were taken against, not month applied
Currently if a credit is done in the current month for a previous month, the adjustment goes against the current month billing. This does not give an accurate picture of billing. Also skews revenue and projections.
Anonymous
shared this idea
Matrix can only report billing on what is given to it. This sounds like it is more of a problem from your traffic/billing system in how it issues credits.
There would be no way for Matrix to know what month a credit would go into without human interaction or that a negative amount is even considered a credit vs some other type of adjustment that occurred.
Historically finance teams have frowned upon us giving salespeople the ability to make adjustments of any type, so given all of this I’m afraid we are unable to do anything about this feedback at this time.
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Cheri Brantley
commented
Why don't you have the ability for the customer to choose whether they want to see the credits or not. Currently, there is nothing you can do because this option isn't existed, you have known about this for years!!! Don't you know this is reporting inaccurate billing information because this credits aren't showing when we run a wide orbit report?
Please fix this asap!!!