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AR Detailed Statement

  • 2 March 2023
  • 2 replies
  • 151 views

I have customers wanting their Statements to show payments in that month, not just open items. Have any of you had this & if so what solutions have you found.

They just really want a detailed statement, and I don’t see that it’s possible so far.

 

Thanks

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Best answer by Laura02 2 March 2023, 21:11

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Badge +18

Hello,

Perhaps you can supplement, substitute, or mimic with report modificiations on the Statement - the AR Balance by Customer report printed with  Report Format = Open + Current Period, and Include Payment Applications checked ON, to show payments from the current month and the related paid invoices.

Badge +18

One more thought -- have you posted your idea in the Ideas section of this forum, to add the same parameters that we see on AR Balance by Customer Report to the AR Statements as options, or to Statement Cycles preferences screen as options? Then we can vote for your idea and it may be added to Acumatica. Thank you.

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