Thank you so much for your response and providing direction on this.
As I am a visual learner, I had found Receivables Transactions by Customer that was created by our company.
would this work? See Column display Name, example (attached)
For the credit memos, what do these represent. As our company creates returns to the customers. Not sure what you mean by credits. Is this to write off amounts from AR Statement?
Please note:
This action will also remove this member from your connections and send a report to the site admin.
Please allow a few minutes for this process to complete.
Report
You have already reported this .
Welcome to our new site!
Here you will find a wealth of information created for people that are on a mission to redefine business models with cloud techinologies, AI, automation, low code / no code applications, data, security & more to compete in the Acceleration Economy!