Hi, is there a way to include unposted transaction in Customer Statement ? or creating a alternate customer statement which include unposted transaction?
Solved
Customer Statement including unposted transaction
Best answer by Laura02
Hello
Customer statements by default include only Released/Posted, Unpaid documents. There is no system option or check-box that will change the AR Statements and cause the to include unreleased and/or unposted documents.
Customizations will be required to the Prepare Statements and print statements processes, and the printed statement, to achieve your request to include unreleased documents.
Laura
Raphael
+16HI
Are you talking about Open items? If so, on the customer class you can choose the statement type:
Kandy ~ If a member helped you, please *Like* their post, and if a member provided an answer to your question, please mark it as *Best Answer*.
+19Hello
Customer statements by default include only Released/Posted, Unpaid documents. There is no system option or check-box that will change the AR Statements and cause the to include unreleased and/or unposted documents.
Customizations will be required to the Prepare Statements and print statements processes, and the printed statement, to achieve your request to include unreleased documents.
Laura
Laura ~ Klear Systems, Inc. Irvine, CA. ~ Click my logo to Follow me ~
1 person likes this
Reply
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.