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Agreement recap carryover expiry date

Matt McGrath 4 weeks ago 0
We use agreements with set hours/value per month, that have a carryover expiry. There doesn't appear to be any reports or gauges in Connectwise or Brightgauge that can display the expiry date of a block of time/money. We currently have to use best attempt guesses on how much of a customer's balance is set to expire each month.
Additionally, there is no ongoing reporting of what cumulative value has been "expired" while positive (so we can see, how much of these agreements expire unutilized)

Thanks