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GOb2b Ideas Portal
Categories Customer Efficiency
Created by Guest
Created on Jan 10, 2025

Account Overview

The account overview page could use some additional information, which I believe would be very valuable to customers and your clients.

Things like total balance, available credit, overdue value, due at the end of the month, due in 30 days, end of month, last payment value, etc

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    Paul Dorey
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    Mar 6, 2025

    Good suggestion. From a GOb2b Platform perspective is would be straightforward, however, it would need a unique implementation for each accounting system we integrate to. This means the effort to do this is considerably more than it might first appear. 8 Votes so far!