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Status Potential for future consideration
Created by Guest
Created on Aug 2, 2023

Add Current Bank Balances on the Liquidity Report

Currently we have to bounce back and forth from the liquidity report and the dashboard to manage cash. The liquidity report is missing current bank balances and the dashboard is missing open invoices and an adjusted balance section. It would be efficient if Bank Balances, Ledger Balance, Open Invoices, and Adjusted Balances could all be viewed in one place either on the liquidity report or the dashboard.

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