Statement printing errors

Hi Jillus6, 

Thanks for calling that out. You’re right, when the report includes transactions outside the chosen date range, it defeats the purpose. Rest assured, this has been raised with our development team, and I’ve added you to the affected users. 

Regards,

Genreve 

Hi Princess

This problem is still yet to be corrected. When selecting the accounts to send, the balances showed are not correct as they include invoice totals that are not in the date range.  What is the use of having a date range available for the statements if it includes things that don't fall in that date range. It makes it hard for the staff to select which ones need to be sent out, as the totals don't match the amount owed for the account as at the statement date.

This worked correctly years ago, so why is it OK to be faulty now?  It is driving my staff nuts.

Jillus

Hi Jillus6,

Thank you for your post, and we regret the delay in responding back to your query.

Regarding the first issue, the system includes all customers in the statement list, regardless of their activity within the specified date range. This is a default setting and is designed to provide a comprehensive view of all customers. However, I understand your point about the waste of resources when printing these statements. We are continuously working on improving our systems based on user feedback like yours.

As for the second issue, inactivated customers should not typically appear in the statement list. This information will be relayed to the appropriate team for their awareness. If it's not too much trouble, could you please provide us with screenshots of these statements that display the inactivated customer? This would greatly aid in our further investigation. Please remove any sensitive information before posting it to the forum.

Thank you for your understanding.

Cheers,

Princess