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Replying to:
McWhorterCap
Level 2

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For what it’s worth, I added a custom field to my invoices for Account Rep.  I can pull invoice reports for a certain time period and add the A/R field and Account Rep as filters.  The problem is, I cannot pull a report that has invoices from any date paid within a certain time period without using the Payment report.  Unfortunately, the payment report will not show the Account Rep as that info is tied to the invoice and not the payment.

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