Ideas & Suggestions

Ability to export balances as of set date

Finance need the ability to export member balances as of the end of an exact date. Grant currently requests end of month balances from TripIQ on a monthly basis, which is not the most efficient approach for TripIQ nor Co-wheels - it would be great to have the ability to select the date you would like the snapshot of balances from as we need this info on a monthly basis.

  • Jo Brooks
  • Aug 9 2018
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