Additional field – Customer Reporting Group

Overview:

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

Key Features:

Customer Reporting Group Field:

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

Configuration and Setup:

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

Customer Assignment:

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

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