We need to group customers/vendors. ( Select 3 or 4 customer and create a group)
We need to generate aged partner balance by selecting that group ( Show balance of the total group or in split view)
Ex: Create Group : GroupA with customer1, customer2, customer3.
Generate Aged Partner Balance showing
GroupA : Total Aged Partner Balance
Customer1 : Aged Partner Balance
Customer2 : Aged Partner Balance
Customer3 : Aged Partner Balance
Hi Vijay,
You can simply open a report and then select the contacts you want to display directly from the report.
Cheers,
Jonathan
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