220
Have the possibility to print a customer statement only with open entries at a given time.

Users often ask for a report that can show a statement which they can send to customers with open entries at a certain date instead of sending standard statement which shows the entries within a period. Here the primo balance could hold amount which is not overdue and therefore they just would like to send a document with open entries.
STATUS DETAILS
Needs Votes
Ideas Administrator

Thank you for your feedback. We are considering resolving this product suggestion through open source contributions from our community.
You can contribute by assigning yourself on following GitHub issue: https://github.com/microsoft/BusinessCentralApps/issues/95.

Sincerely, Business Central Team

Comments

D

strong upvote. I agree this is so obvious and since the open invoices report provides the functionality seems it would not be difficult for MS to add this parameter to customer statements.

Category: Financial Management

D

Yes, it's a good idea, and it should be in system. on the other, we have developed this report for our customers with only open entries.

Category: Financial Management

D

Open entries option is not relevant in this document - a customer statement is only used to show customer what has happened on the account in a period - it has nothing to do if the entries is open or not - it is not necessary the customer has done the same application .....

But it could be a nice feature, to add NEW report to be able to print/mail open entries to a range of customers.



Category: Financial Management

D

Better still, a switch to show all open transactions, and another one to also show closed transactions within a certain date range.


So - "Show Open Transactions" - yes/no


"Show Closed Transactions within dates" - date range


This would allow for a customer statement that shows all older open transactions, but which also shows any recent payments which have been applied against invoices.

Category: Financial Management

D

This seems so obvious, can't believe it isn't built in already. Strong upvote!

Category: Financial Management

D

Voting this one up.


Similarly, an option to generate statement from 'last date balance was 0.00' would be amazing.

This will show all transactions in between (open or not) so customer can match / review accordingly.

Category: Financial Management

D

please implement this

Category: Financial Management

D

Great suggestion, should be implemented soon.

Category: Financial Management

D

REP 1316 (W1 and therefore all local versions ) should get this option ... like NA local REP 10072 has it already

find this suggested and done here:
https://experience.dynamics.com/ideas/idea/?ideaid=216f6084-2bcb-e911-b083-0003ff68f3cc

Category: Financial Management

D

A similar suggestion :
https://experience.dynamics.com/ideas/idea/?ideaid=c71d3f44-8f9a-ea11-8b71-0003ff68bc26

Category: Financial Management