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.