This discussion was created from comments split from:
Can You Customize The Columns on The Investing Account Overview (Holdings) Screen? (7 Legacy Votes)
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I would like this functionality as well. It would be helpful to me to add "Aging" and "Invoice Number" to the Account Overview > Unpaid Customer Invoices panel. Right now, it requires 2 extra clicks to view the "Detailed Invoice List" and you can't save it as a report to refer back to. This is a significant productivity drag in my workflow. Thanks for considering this upgrade!
Hello @BrightBird,
Thank you for coming to the Community to share your feedback! Your request was different enough from the original poster's request that we thought it would be better to separate your post into it's own separate Idea. Please don't forget to come back and add your vote! You can vote by clicking the triangle under the number.
I hope this helps!
Hello All,
This Idea seems to have stalled, and we would like to gauge the current interest in this request. Please vote if you have not done so already!
Thank you!