1 result found

1. Alter coding for customer statements

   On your statements, it seems that your system is only filtering by zero balance order numbers. For accounts that have recurring or multiple invoices under a particular order number, only having a filter for zero balance orders doesn't work unfortunately. If the order number has a balance, your system seems to be keeping all the activity that has taken place on that order number and is displaying it on the statement. When running the statement, it is creating equal debit and credit balances for every invoice the customer has ever received. A customer who owes one invoice could get a 3-4 page statement of activity with the way the filters are currently setup. This issue is found particularly with recurring storage accounts as there are guaranteed to be multiple invoices for one order number, but is also found for jobs that are billed in multiple phases. I have attached a file to show an example of an aging in your AR detail as well as a sample statement for the exact same customer. I wouldn't imagine this would require much programming to alter the filters to exclude zero balance invoices in addition to zero balance order numbers. The statements should in theory appear the way it does on your AR detail screen which is much cleaner and easier to follow.

   On your statements, it seems that your system is only filtering by zero balance order numbers. For accounts that have recurring or multiple invoices under a particular order number, only having a filter for zero balance orders doesn't work unfortunately. If the order number has a balance, your system seems to be keeping all the activity that has taken place on that order number and is displaying it on the statement. When running the statement, it is creating equal debit and credit balances for every invoice the customer has ever received. A customer who owes one invoice could get a… more

   • 

   3 votes

   Vote Vote Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Vote

   We’ll send you updates on this idea

   1 comment  ·  AR Credit & Collections  ·  Delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close
   planned  ·  AdminAlex Ruppe (Project Manager, MoversSuite) responded

   Case MOV-277 logged to address this.