3
The Customer aging report should:
** be exportable as a flat file to Excel
** include additional fields such as
**** invoice date and due date, rather than having to choose one or the other
**** customer credit limit and total outstanding balance for customer
**** original invoice amount
**** be able to add fields like Sales District and Collections Pool
** balance as of should calculate balance as of a given date rather than just change the buckets (Use case: list of invoices that were due 9/30/2019 with balance due as of 10/31/2019 for measuring collectors effectiveness)
Please add more ideas to this Everyone!
** be exportable as a flat file to Excel
** include additional fields such as
**** invoice date and due date, rather than having to choose one or the other
**** customer credit limit and total outstanding balance for customer
**** original invoice amount
**** be able to add fields like Sales District and Collections Pool
** balance as of should calculate balance as of a given date rather than just change the buckets (Use case: list of invoices that were due 9/30/2019 with balance due as of 10/31/2019 for measuring collectors effectiveness)
Please add more ideas to this Everyone!
STATUS DETAILS
Needs Votes