Hi Kelly81
Thanks for the feedback in regards to the Statement balance and voting for the above idea.
The balance for the customers is pulled from the card balance so that you do have an indication of what they currently owe. The idea was put forward to correct this balance listed in the window is more reflective of the balance of the card for the statement.
The reason why it pulls from the card balance is that the program is that clients with a lot of cards it would have to look at each individual transaction for each individual customer, determine what sales are open and which ones are closed for each date range that you are inputting and the display the result. As this would have to run it for each card it could generate a long time to display the Review Statement window, whereas the current process would be to just pull from the card the balance for each card so it can display the window.
However in saying that with this idea suggests that it would implement that change and I do encourage others to vote for the idea if they wish to see it changed.