Would like to see past due balance in one area for entire account with multiple location. We were able to see past due all locations in C s
We would like past due balance to show up somewhere in ub4 for all locations, without running a report or going to each individual location and adding the balances together, we were able to see past due all locations in CBSW.
2
votes
Angie Guzman
shared this idea
The requested enhancement has been successfully completed.
To enable the new functionality:
- Navigate to Settings > Company > Company Options.
- Enable the following options:
- Show customer balance on control panel
- Show location balance on control panel
Once enabled, balances will be visible within the Message Center for quick reference.
Please reach out to techsupport@cusi,com if you have any questions or need assistance with these settings.