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

Customer Dashboard A/R Report in Customer Default Currency

edited Jun 2, 2025 2:53PM in Ask A Guru 2 comments

What is the best type of report to use to display a customer-specific AR report on the customer dashboard (SS? KPI?)

Once that is determined, how do you create a report to show the A/R balances in the customers default currency?

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