CloudLink Ideas Portal

AR report needs 'All Divisons' option in executive - the same as how it works in the rep system

Currently the AR report in executive provides the information by the selected division and doesn't allow for a total for the Customer. We are trying to drive the business to Saleslink for Customer AR information, this is proving a limitation.

  • Greg Chard
  • Jul 24 2019
  • Already exists
  • Attach files
  • Court Laslop commented
    August 15, 2022 18:26

    Hi Greg,

    Customer Hierarchy allows you to see the total rollup of accounts receivable across divisions and for parent/child company relationships. Does that help?



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