Hi Quickfile
My client has asked for a balance at the end of last year for an audit.
When I am in in client statement view the pre determined date range does not change the content of the statement. I hit the refresh button to the right but it remains as todays statement.
Peter
Hello @PJ1
A statement is designed to show all outstanding items, the date range will only remove things like paid invoices etc.
Thanks for your quick reply Steve.
Is there a way I can see a total of what was owed on a certain on 31/12/22
Hello @PJ1
The debtor/creditor report may help with this, but it’s not one you can send to a client, or limit by clients.
It will give a breakdown though.
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