Option to filter AR Clients by Territory or Entity Owner

Our agency has several entities. Each AR Client is assigned to the entity when created. Several clients have similar names depending on the awarding agency which makes it difficult to search for the correct client. Adding an Entity Owner or Territory filter as an option would be very useful. There are filters for AP and Fixed Assets that address this. It would make sense to also have that option in AR.

  • Guest
  • Apr 29 2026
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