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Collections Clerk Dashboard - Cash Receipts vs budget
Hi All,
I want to create a dashboard for my AR Collections clerk. I would like it to show in a graph, total cash collected month to date, compared to budget.
I assume i can produce a report which totals "deposits" from my bank accounts, & I assume I could enter a budgeted amount into a bank account for each month.
end result I am looking for is to show cash collected MTD is 1.5M vs plan of 2.1M
Has anyone been able to produce something like this?
Many thanks for some help.:)
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