2022-09-23 Add Open and Closed Balances

Add Open and Closed Balances

  • When creating a People or Company, you can now add an open balance amount in the Finance section.
  • This will also work through the Workflows API's (JSON query to be used: "balance_open" and "date_balance_open")

  • The open and closed balances will also show up when you view a profile.
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