Skip to Main Content
Agribusiness Client Ideas Portal
Status PM Reviewed
Created by Guest
Created on Feb 22, 2024

Filter on Reports for if customer is an Internal, Employee, Wholesale, Director, or Deceased

No description provided
Date Submitted Feb 22, 2024
MerchantAg Modules Reports
Product MerchantAg
Who will benefit from this idea? (Department and/or Job Title) Accounting, Front Office
What problem does this Idea solve?

From Client:
When running MAG PM – Reports – Accounting – Customer Aging report (first screen shot), it would be nice to have a filter with similar functionality to the “Customer Code” section on the screen shot below to include the account type information circled on the second screen shot below.

As part of our CoBank convenance, we are to remove any received with an employee from the amount we can borrow against on our borrowing base report

  • Attach files