Client Accounts Transactions

Support
1

I would like to see on screen and printed if possible - a complete list of all transactions for a client. At the moment it only shows Invoices. To get to see the date an invoice is paid requires drill down. No unallocated amounts are shown.
I have a power sub - a complete report for suppliers or customers is fairly normal for a software system. Its hard to reconcile unallocated payments to the relevant unpaid invoices without seeing all the transactions for a customer or supplier.

The debtors aging report shows Overdue, Not Due and Prepayments - but they are not added together as an overall balance which is badly needed please

2

Hello @JANET1

I would like to see on screen and printed if possible - a complete list of all transactions for a client. At the moment it only shows Invoices. To get to see the date an invoice is paid requires drill down. No unallocated amounts are shown.

Unfortunately this is not possible as 1 invoice may have many payments or 1 payment may be paying many invoices. both of these scenarios would require drill downs.

Sales > Outstanding Invoices
Sales > View Payments

3

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