Retainer Balances by Client
Zoho books needs a report that shows the retainer balances by client and date. Currently, I had to create a separate/custom module to generate this report. It takes me 5-6 extra steps to get a report that should be standard in Zoho Books.
3
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LP
shared this idea
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Joel
commented
i am also struggling with this. what was your process for creating a custom module? did you use zoho analytics?