Accounts Receivable Report & Favorites

A simple accounts receivable report that includes name, total amount owed and categories owed. There are reports that do one or the other, but not all in one.

Would also be nice to be able to have the ability to mark a report as a favorite, if it's one frequently used. There are so many options, would be nice to have a place where frequently used ones are easily accessible.

Accounts Receivable Report Enhancement

What's the challenge?

Current reports don't provide a comprehensive view of accounts receivable information in one place.

How should it work?

1. Create a single report that includes:

   • Customer name

   • Total amount owed

   • Categories owed

2. Add a feature to mark reports as favorites

3. Implement a section for easy access to frequently used reports

Who benefits?

• Accounting and finance teams

• Business owners and managers

• Sales teams

What's the impact?

• Improved efficiency in accounts receivable management

• Better visibility into customer debts and categories

• Time savings through quick access to frequently used reports

• Enhanced decision-making with comprehensive financial data