1
Wish there is future option to easily save to favorites visual customer balance per default selected period or year todate. Not having the option to easily save to favorites specific customer accounts or range of accounts or customer groups, user might potentially must run the aging report, or set power automate conditions to send notifications when customer may reach specific balance, rather then visualizing or monitoring on a day to day potential basis if necessary (e.g. specific accounts, based on business activity, type of customer grouping).
STATUS DETAILS
Declined