Need to get the Customer aging report in Transaction Currency, with a total by Currency.

Needs Votes
Ideas Administrator

Currently this is not in our roadmap; however, we are tracking it and if we get more feedback and votes, we may consider it in the future.


Pat Nolte 

PM, Microsoft.



Hi Pam - I have the same request from another customer.

Business scenario
The customer wants to use the collection and the ageing view locally in each country the client is dealing in. The ideal scenario is, that the we can send this view to the collection agents, and they can discuss outstanding balance in the customer transactional currency, and not company currency.

We cannot use the current view because they have to recalculate from company currency to transactional currency, which is wrong.

The new credit and collection process have introduced the capability to set credit max in customer currency, why dont you go all the way here.

The customer aging workspace has the capability to show accounting, reporting. why dont you just add transactional currency as the final view.

Category: Credit and collections