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Bartar Account

  • October 8, 2020
  • 1 reply
  • 75 views

StevenRatner
Varsity I
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Is there an easy way to keep track of value that you owe a vendor if they are a customer too? The end result would be to see how much they have bought from you so you aren’t over paying there AP Bill.

Best answer by BenjaminCrisman

Hi Steve! I think there could be a couple ways around this, but you could create a dashboard widget or report which will keep a running amount based on AP/AR invoices in the GI, but it might depend on what is the convenient way to view the amounts.

The report could even be scheduled to run off a business event to update weekly or daily.

 

1 reply

BenjaminCrisman
Acumatica Employee
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  • Acumatica Support Team
  • Answer
  • October 8, 2020

Hi Steve! I think there could be a couple ways around this, but you could create a dashboard widget or report which will keep a running amount based on AP/AR invoices in the GI, but it might depend on what is the convenient way to view the amounts.

The report could even be scheduled to run off a business event to update weekly or daily.