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New AI Community Guidelines. Please review and follow them to ensure AI use stays safe, accurate, and compliant.

Is there a way to sort aging by top level customer balance?

edited Mar 15, 2023 5:13AM in Ask A Guru 4 comments

The balance on the child account are not as important, and does not have to be displayed, as long as there is a way to sort by top level customer balance. In this case, the amount being sort for customer C-00216 should be $35,054.50. Is this possible?


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