Accounting Ideas

Customer List Filter for Overdue/Oustanding balances

Marquise Alloys Account : If you click on contacts tab, then customers tab it lists all customers, at the moment I have 19 pages of customers. As I like to send my statements manually at the moment I am having to check through all 19 pages. If you could set it up so you could click on any column heading (i.e. Oustanding Balance) this would then re-order our customers that only have an outstanding balance and I would only have to concentrate on 1 page.

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  • May 1 2024
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