I can’t find a way to produce just a list of open items with the balance for the date I enter.
The date range of invoices required on my report is 12.01.17 – 31.03.17 but even though I put those dates in its still showing everything after 31.03.17 and I cant work out the balance as it was at that point in time.
Is this possible?
Thanks in advance.
The customer statement will always show unpaid invoices, regardless of the dates entered.
You may find the historical debtors and creditors report of more use however, which will allow you to see any overdue invoices, including their balance at a certain date. This can be accessed by going to Reports >> All Reports, and it’s near the bottom of the list.
I hope that helps
Great stuff as usual. Once I exported the report into excel and filtered I got the information.
Thanks once again!
This topic was automatically closed after 9 days. New replies are no longer allowed.