AdminTodd Smith
(Delivery Manager, CUSI)
My feedback
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1 vote
AdminTodd Smith (Delivery Manager, CUSI) shared this idea ·
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AdminTodd Smith (Delivery Manager, CUSI) shared this idea ·
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5 votes
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AdminTodd Smith (Delivery Manager, CUSI) shared this idea ·
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12 votes
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AdminTodd Smith (Delivery Manager, CUSI) supported this idea ·
Thank you for the suggestion. Until a feature is implemented in the Account Control Panel to view customer balances across all locations, I recommend using the Open Balance Report. By limiting the report to the specific customer number and leaving the location number blank, users can retrieve the balance across all associated locations.