I require a customised Accounts recievable dashboard to where i can data dump a data selction and have it filter out. Attached is the template i have started
Master Data export Tab is the Data Dump
Account By collector is the format required and locked down with aging
Summery chart ( needs development ) Chart options by amounts over 60 days and clients and collector ( JUST TO HIGHLIGHT OVERDUE ACCOUNTS )
Total amounts due , Number of un-applied receipts , and number of items past due
All can be found in the master data dump.