Customer Statements
Having an issue with customer statements that are automatically sent at the start of each month by MYOB. Customers have asked us to include our banking details on the statement. As we have only 1 template defaulted it should alread have this information included as it is the same used for invoices. When we preview a customer statement via the sales tab, selecting default template, it shows these details there. Why would it not be showing on statements that are automatically sent by MYOB at the beginning of the month? I also confirmed in the templates and opened up the default template and chose "preview as statement" and again it displays this information. What am I doing wrong that the automated statements appear not to heve this bank detail information? Am totally stumped and may need to labouriously manually sent out monthly statements to resolve. Thank you.
Statements: Don't produce statements with $0 owing
When generating statements up to a particular date (e.g end of last month) MYOB provides a useful tickbox option - "Only included statements up to invoice date". However, you don't honour the "Include customers with zero balance" tickbox in concert with the previous option. i.e. you still list all these zero balance statements on the basis of the fact that the actual balance of the account is not zero (because of invoice(s) AFTER the specified date). "Suppress the printing of statements with $0 owing"
Statements: Add option to preview before printing/emailing
Idea Name: Add Preview option to Print/Email Statements Screen Idea Text: Please add a Preview option to the Print/Email Statements screen, so that I can view a statement on the computer without printing it "Add preview option to the print/email statements screen"Statements: Ability to sort customers by oldest invoice amount
Hi It would be great if you could seewho to select to send statements based on age - at the moment you can only sort by age on the view invoices screen,but then have no idea who these older debtors are on the statement screen. Could the statement screen include invoice info? And if printed statements could show a detailed record of payments made by debtors, it would be much more helpful. regards Jill "improvements to working with statements"
Statements: Credit refunds don't appear on Activity statements
When producing (print/email) an activity statement which has a cheque refund of a credit within the data set, the cheque refund does not show on the printout. I have checked that the system has correctly recorded the credit and the date and bank account entered. However all these seem to be correct. Please fix so all relevant money in/out of a customers account is shown on the statement to avoid confusion! "Activity Statement does not show credit refund cheques when printed."
