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

Subcustomer or Project details on customer statement

in Ask A Guru 7 comments

Hi there


Is ir possible to include the project ID/name or subcustomer name on a customer statement as an additional column?


For example:


Customer ABC

Date Project Invoice Balance outstanding

1/11/2021 Office upgrade Inv 123 $234.56


Thanks

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