We use Asana for accounts receivable by indicating the client’s outstanding balance in the task description, as well as when our last invoice was issued and when the client last made a payment. Every collections tasks is added to a “Collections” project for easy viewing.
We want to sort these collections tasks according to custom fields, such as:
- how much $ is due in each task
- when the last invoice was issued
- when the last payment was made by the client
Can this be done using custom fields or some work around?