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Outstanding Share Settings
This option enables you to configure Outstanding report.
Check the below steps to customize the Outstanding Report.
Step 1: Click on the More (3 Horizontal lines) Option from Dashboard.
Step 2: Click on Settings.
Step 3: Click on Share.
Step 4: Click on Outstanding.
Step 5: Find the Below Options,
A) Columns to Share: Select fields you would like to send while sharing Oustanding.
B) Message To Share: Customise the message you would like to send while sharing Oustanding.
C) Add E-mail Addresses in CC for Multi-Reminders: Enable to add your email address in CC in the Multiple Outstanding Receivable Reminder emails
D) Include on Account Bills: Include On Account Bills: Enable to share the Outstanding Report with On Accounts bill by the party.
E) Include All Bills: Enable to share the Oustanding Report with bills by the party.
Check the below GIF:
Last modified 9h ago
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