Good afternoon,
Management Report & PM AR Aging - The only report i can find that has AR aging by Project with retention is the AR Aging by Project (Detailed with Retention) But it doesn't have grand totals by the various columns, 1-30- 30-60, etc.
The AR aging period sensitive (NOT BY PROJECT as well as the AR retained Balance both have the columns totaled, but then you cant run it by PM and you have two separate reports.
I thought i would ask here, before customizing to see what others are doing to convey this information to the PM’s/Management team. Are you using a dashboard, customizing the Acumatica Report, using I thought i would ask here before customizing this report for the PM’s to be able to see the totals. Velixo, or other solutions.
thanks for any insight.