Customer/contact cash balance

In this section you can view the balance of customers and contacts to your accounting department, either in aggregate or individually.

In more detail, you can see:

• Total fund balance
• Customer cash balance
• Contact fund balance

The central tables in the module show the total balance owed to your fund, which can also be viewed split into customer or contact totals.

The results tables are displayed based on the balance of the customers or contacts, while using the filter you can separate customers/contacts by the category they belong to, the balance status (with or without balance) or see the balance they had in a certain period of time.

In addition, you have the option to export the list of your "Clients/Contacts" balances in an editable excel file.

To export the list to excel:

• Select the "Customers/Contacts" that concern you
• Open the "Action Selection"
• Select "Export to Excel "
• Press the execute button "▶"
• Confirm by pressing "Perform action"

If you wish to view the Customer tab, select "View".

From the "Customer/Contact" tab you can either edit the details of the "Customer/Contact", or "Send account traffic by email".