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In a client ledger account report, we want to be able to see
total amount owed
total amount paid
balance
The current report in Timesolv is just a running balance report or a transaction report and this doesn't help in collecting data. We would like to be able to tell our client, this is how much you paid and this is how much you owe by gathering the data from one report.
How often would you use this request?
We would use this report often for collection purposes as we did when we used Tabs. |