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Finance | Project Operations, Human Resources, ...
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Collection Coordinator workspace across legal entities

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Posted on by 172
Usually the collection coordinator workspace is confined to the relevant legal entity in which the workspace is opened, If there are multiple legal entity  for example A Ltd and B ltd are two legal entities is it possible to create a collection coordinator workspace across legal entity so that the customer ageing and the customer balances of ALtd and B Ltd will be summed up and viewed together in the workspace , also is there any possibility of displaying individual balances in A Ltd and B Ltd and the Total Balance together in the same workspace, screen shot of  collection coordinator workspace attached for your reference
 
Regards
Prasad
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  • Suggested answer
    Sohaib Cheema Profile Picture
    48,560 User Group Leader on at
    Collection Coordinator workspace across legal entities
    I would suggest not customizing this workspace as Microsoft is bringing lot of AI features on it.
    However if you want to, you can create your own workspace and do whatever customizations in it.

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