Absolutely, even when pulling a report it is limited. Majority of our customers are sub-clients with parent paying invoices. I need to get the parent a statement for all their subclients' invoices, and this is not a current option to filter or sort by.

I agree 100%. Just found out today that Workiz doesn't have a feature that i can generate a summary of all invoices for a specific client. Example customer has multiple properties and does not use email and wants me to mail a statement summary for all repairs. I just discovered can't do this in Workiz, Crazy!! Im paying how much a month!! I don't think i should have to be sending customer information to Excel to have some generic looking summary!

Yes, please!!! We receive multiple requests for statements this time of year and this feature is desperately needed.

This would be a great feature!