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Status Under Consideration
Created by Guest
Created on Feb 1, 2023

Monthly payments stats report available to clients in AgilLink

Is this on our roadmap to have clients pull these reports themselves? I pull these reports in sql for the acct managers who share them with the firms. It's a break down of payments, payment method and number of invoices per client. The report was recently added to the AgilLink admin site as well.

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