Hello,
Our bank needs a new debtor finance report.
The report must contain only the following:
Customer ID
Customer Name
Invoice No
Date
Amount
I am trying to customize a report but can't select these fields.
It also must list all the outstanding invoices.
Hey Jacmus,
You’ve mapped out clearly what the bank needs, especially with sticking to just those five fields and making sure the list only shows outstanding invoices. The Sales Customer Detail report gives you most of the fields you need, but it won’t show which invoices are still outstanding. To pick up the outstanding ones, you’d need the Receivables Reconciliation Detail report, though that one doesn’t include Customer ID or Customer Name. Using both reports together is the only way to pull together the full debtor finance info your bank is chasing.
Cheers,
Doreen
