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Drilldown on account screen key metrics

Status: New Submitted on ‎05-14-2019 02:46 AM Submitted by Tutor on ‎05-14-2019 02:46 AM
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Currently, the key metrics displayed on the costumer screen display the account balance according to different criteria (Total, Invoice Balance, Unapplied payment balance, unapplied credit memo balance...)   Our customer needs, as a general petition, to enrich/improve the information offered in the 'Account' screen.   One of the concrete requests is to be able to drill down the transactions that make up each metric displayed on that section. The drill down should be displayed on a pop-up window or on a different screen.   For example, for the invoice balance the drilldown should include all the invoices that are part of this balance, and the amount that they apport to it. ... View more
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