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2 fields needed one to show the balance as of date and the other to show the full balance.

Accepted answer


The request to have another column with as of date plan's balance.

Content (required):

Annual plan setup is front loaded so the balance showed from user side is the full balance, we need to add new field show the balance as of date not the full balance only.

Version (include the version you are using, if applicable):

Code Snippet (add any code snippets that support your topic, if applicable):

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