Funds Overage vs. Shortage

Funds Overage vs. Shortage

The Over/Short Funds resolution type is particularly important because these cards represent items where the funds need to be sent to or from a customer. Knowing the net number provides important information, but the breakdown of the excess vs. deficit in client funds gives a better picture of the state of your client funds. This dashboard element shows a breakdown of the total overages vs. the total shortages based on the information in the kanban cards.


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