Accounting Ideas

The current statements don't automatically add the total per month due as suggested by the supplied statement formats produced - these are blank. I have logged this with customer service as I believe it must be an error in the program. My customers have to manually add their monthly due invoices to get their total to pay. Some have many invoices to do this and leaves it open for human error in calculation. When will this be rectified please?

Good Afternoon Tom

It appears you have lost the magic of your original statement format and need to ensure the balance column tallies as in Sage 50 - I have had 3 customers complain so far its is difficult to work with, a customer and myself would have to manually add the balance!

Also in the activity Page in customer this feature should be available is it was in Sage 50

The added features are good but the BALANCE column must run in an accounting format and adding as runs down the statement - I have added your old statement/new format as an example.

The reality is a customer may not always just pay OWED .

Hi Thomas, thank you for getting back to me. I appreciate it shows a balance but that is just of an invoice and the amount outstanding on each row. We would like to see a list of the invoice and an accumulating amount (running balance) of all of the outstanding invoices in a column.

Hi Adam,

Thank you fro submitting this Idea.

I'm a little confused however, as the right-most column on a statement shows the balance outstanding currently.

Could you elaborate about what exactly you are suggesting to add to the statement?

Tom