Satish Wadnalwar
Description:
We need a dashboard or report that provides a month-end summary of client advances and corresponding invoices. The report should display:
Total advances received from each client during the month
Total invoice value created against those advances
The remaining unadjusted advance balance
This will help users, especially those managing a large client base, to easily track advances, identify pending invoice creation, and ensure accurate month-end reconciliation.
Created by Harshita Rathi
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