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There is no way to show unallocated credits other than to look at the payments screen and select "unallocated" - they do not show up on the "allocatable" screen so they get missed. As a result, I have several clients with unallocated credits since last November. We need a report that shows these unallocated credits so they can be quickly identified and allocated.
How often would you use this request?
Monthly upon billing. |