Generate summary expense reports by CRM "potential" /Deal
the "project" expenses report is available.. but we need the ability to have the same report per CRM "potential"/Deal.
When entering the expense for a customer, we're having the option to choose a potential for it. why not show a report for expense vs revenue from this already existing data?
this report should be available either from CRM or Books or expense.
looking forward for your support.
4
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Ahmad
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