Accounting Ideas

change search dates on ledger cards to default to our financial year start date

could the initial date by default be set to match our start of financial year date by default. This might help to show all the ledger invoices/credits that are outstanding.


You go on to a card. It shows figure balance of what is owed by the customer But often only a few invoices the ledger activity.

You have to set a date (basically you have to keep guessing this date) in order to show all the invoices /credits that are outstanding

It could be that an invoice by a given customer is some 6 months old cos there was a query etc.

You have to keep changing the date until the ledger shows all the invoices that match the debt figure.

This was/is always easy in Sage 50 as the ledgers show all outstanding entries by default.

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  • Jul 14 2023
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