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Status Potential for future consideration
Created by Guest
Created on Apr 17, 2024

Multi Client Budget

We keep the books for a lot of clients for both their personal & business - we should have the option to have a budget that includes both of these in one report/ budget.


We are currently doing this in excel and it would save time to be able to do it in AgilLink instead. It should have a combined number for budget for each GL code.

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