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Project Financials - Actuals

edited Nov 28, 2019 12:25PM in Accounting / ERP 2 comments

Hi there,

I'd like to create a tab or section on the Project record which displays the sum of (all invoices, our project AR) less the sum of (all expense reports / vendor Bills, our project AP)

Any suggestions where is a good starting point ?

Thanks so much,
Jamie

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