Additional field – Customer Reporting Group

Overview:

A new enhancement in evergreen introduces the “Client reporting group” field, designed to assist with classification and reporting purposes within empower finance.

Key Features:

Client Reporting Group Field:

The “Client reporting group” field allows users to classify customers based on specific reporting needs. This field is shared across companies, ensuring consistency in client classification.

Configuration and Setup:

Client reporting groups can be configured by navigating to Accounts receivable > Setup > Client reporting group. Organizations can define various groups to categorize clients for reporting purposes.

Client Assignment:

Once Client reporting groups are set up, they can be assigned to individual customers in the Client demographics section. This helps streamline client classification and enhances reporting processes.

This enhancement improves client management and ensures consistent reporting across multiple entities within the system.