Is there anywhere to see what a customer’s highest outstanding balance was during a give time period?
Userlevel 6
+16
There is a screen called “Customer Open Balance History”. That can be scheduled to run each night to capture the daily open balances. Each record in this will only show the current open balance.
A new report would be required on the dataset that’s generated to produce a report of only the highest outstanding balances within a time period. A quick report would be the tool I’d use for this report.
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