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Becca-Adcentives
July 31, 2023
Question

accounts receivable report filtered by rep missing customers

  • July 31, 2023
  • 1 reply
  • 0 views

When I complete an A/R Aging Summary FULL report I have all our customers listed BUT when I go to filter by each of our Sales Reps (Rep filter) some customers are not listed on the Rep individual report.  Yet, they were on the full report.

 

I have looked at all the customer profile and individual invoice details against other customers and see no difference.

 

Any advice, suggestion would be appreciated.  

1 reply

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Amanda-B
July 31, 2023

Hey there Becca-Adcentives,

 

Thanks for reaching out to us here. Making sure you get the support you need is important. I would be happy to point you in the right direction for the best assistance.

 

Based on what you've described, I feel you'd benefit more by contacting our support team outside of the Community as we would need a bit more information from you. They'll be able to verify your account details in a secure setting, as well as view your screen to guide you back on track. You can reach them by clicking on this link.

 

If you have any other questions, feel free to reach back out to us.

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