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
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  • Kristin Zukasky commented
    June 09, 2022 21:20

    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.

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  • Thomas Walker commented
    January 16, 2018 15:44

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

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