We are frustrated because on almost 75% of our clients that we have collaborator access to - this report is completely blank. It only brings up data for 2 of our clients. This has all been since May 9. I have been on the chat assistant with shopify 3 times now and they keep saying the issue is resolved . Now they are trying to tell me that it is my collaborator access and that I just don’t have the settings to see reports for my clients. But I am telling them that we DO have these permissions set and have no problems seeing and running reports for several years with some of our clients and where able to up until they updated the format of it. And I can run all the other reports under analytics and the data populates - it is only the finance summary. I have no idea how to refresh this and at least see it in the new format . Most of my clients are on A2X - but we still like to at month end do a 3 way reconciliation between QBO, A2X’s finance summary ( for the previous month date range) and then Shopify’s finance summary report. This helps us detect or spot mappings errors or when we have a new payment gateway , etc that my client hasn’t told us about. We do have a few small micro clients, that we simply use the finance summary report for a month end JE to reports and breakdown sales, gross sales, refunds , discounts, etc and clear out the clearing accounts. I am super frustrated with Shopify that you can’t ever even talk to a live person - just chat.
klosolutions
27
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