A/R Dashboard Revisions

Allow the dashboard to show overall amount owed for A/R customers, rather than each individual invoice.  While it's sometimes nice to see individual invoices, on the Dashboard I would like to see the overall amount a customer owes.

  • Charlanne Thomas
  • Nov 30 2017
  • Future consideration
  • Attach files
  • Kristin Zukasky commented
    9 Jun, 2022 09:20pm

    It would be great if we could filter on the client type as well so we could look at a segment of our customer per those parameters rather than all clients or singular clients or single invoices.

  • Thomas Walker commented
    16 Jan, 2018 03:44pm

    Thanks for the insight Charlanne - we will look into it and see when we can get into the production plan