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Customers that are leveraging the Project Management and Accounting module are requesting the ability to execute and display AR Aging by project, not just by customer. This is to determine how the project is performing from an Accounts Receivable perspective. In addition, be able to visually see the separate project invoices on each project and to be able to have a cumulative total on each separate project through certain dates to be able to have accurate totals for waivers.
As for credit limits, require projects to have their own limits and not pull from/impact overall customer credit limit already established on unsecured AR credit/debt. Project credit limits are tracked separately from the overall customer credit limit since the project is secured credit/debt.
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Category: Credit and collections