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KezB's avatar
KezB
Experienced User
3 years ago
Solved

Problems with statements not lining up with correct monthly invoices

My monthly statements are not entering the amounts in the correct month fields at the bottom of the form. 

Putting all overdue amounts in the 'Current (not overdue)' field.  Why is this?  The invoices are definitely entered in the right months.  Anyone else having this issue?

  • try this

     

    look at setup - preferences - reports and forms 

    in that screen it has ageing preferences which you can select

     

    see if that helps

     

    Lisa

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  • LRBooks61's avatar
    LRBooks61
    Ultimate Cover User

    try this

     

    look at setup - preferences - reports and forms 

    in that screen it has ageing preferences which you can select

     

    see if that helps

     

    Lisa

    • KezB's avatar
      KezB
      Experienced User

      Thank you Lisa.  It does help and the form makes more sense now. 

       

    • KezB's avatar
      KezB
      Experienced User

      Thank you.  It does help and the form makes more sense now.