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Status Released
Categories AR Enhancements
Created by Stella Rafaelidys
Created on Mar 20, 2023

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Merged idea
This idea has been merged into another idea. To comment or vote on this idea, please visit CPB-I-54 AR manager working view (CRM for AR) .

Table: Include "Monthly statements" in customer & invoice view Merged

  • In AR can we include a column to note if Monthly Statements are on in both the customer & invoice view.

  • This would be similar to the 'Campaign” column.

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Client / Prospects AWAITING (internal only) Skillwork