Good day, All.
My AR team has asked that I change how the receivable statements are sorted in the Related Information pane when they are on the Company Customers screen.
Currently, it is sorted oldest first. So, when a customer has more than 50 statements, which is most of our customers, they have to click the link to show the statements in IDM then find the most recent statement then print it to PDF.
If the statements were sorted newest first, they would be able to open the statement they need in the Related Information pane without having to jump to IDM.
See the included image for an example where there are more than 50 statements and the most recent one cannot be accessed without going to IDM.
I have looked in the IDM app but I have limited access and can see no way to affect the sort order in the Related Information pane.
Any assistance would be appreciated.
Best,
Isaac
