Ledger View to accurately reflect the candidates status
Axcelerate have suggested I post this here and I hope there is some support.
The Ledger view of an individual in Finance, does not currently reflect the current state of the contact's account.
The Ledger view will only display transactions for the contact in question. Seems crazy it wouldn't track where the payment/credit are being used (for example when paying for a Colleague) !!!
If a contact pays for another work colleagues invoice using a credit from their own finance profile - the system doesn't recognise (in the ledger view) that that individual has a balance that is minus that credit. It still appears with this credit owing in the ledger (pretty sure this isn't the definition of a ledger).
Axcelerate have explained there are limited linkages between contact profiles through the Related Invoices column. Unfortunately, this linkage doesn't extend to the Balance Column.
It would be great to have the Ledger View updated to adjust the balance between contact profiles so that when you look up an individual's finance page - you actually receive a true reflection of the account in credit/debt/balanced - ledger view?
Yours in finance frustrations,
Anthony
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