Custom date range in statement view

Hi Guys

The custom date range in the client statement view does not appear to be working, I entered a date range covering the month of May and refreshed, it didn’t update?

Many thanks

The date range is working, although the report will show any unpaid invoices irrespective of the date range.

Ok, I assumed the custom date range was a filter, what can the custom date range be used for?


The date range in the statement view filters any of the optional items e.g. payments received, credit notes and paid invoices. Unpaid invoices are always shown irrespective of the date range.

What’s the relationship between date range and period ? Is period purely a selector for the date range ? as our reporting is is Jan - Dec (and my company is Jul - Jun).

Yes the period selector just pre-binds the start and end dates that’s all.