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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.
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Needs Votes

Comments

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

D

Really good idea

Category: Financial Management

D

This really needs addressing urgently as it's always been a "standard" DEV for all resellers to have to modify the RDLC report otherwise customers with many transactions would have Pages and Pages of Statement to try and wade through. Let's save the trees please Microsoft and have a switch for "Open transactions only"

Category: Financial Management

D

This has been in demand right from the beginning when we took Business Central into use. Customers continue to ask continuously about this and have difficulty understanding the account statement they receive from us today.

Category: Financial Management