So it is possible to print all reports for a nominated Customer. Some reports have this option, others do not.
Particularly Invoices / Credits etc. Guess a date range option would also be handy.
1 03/09/2011 05:14:20 pm
Topic: Customer Filter on All Customer Reports (0 replies, posted in Wish List)
2 03/09/2011 05:08:10 pm
Topic: Printing Credit Note also prints Invoice (1 replies, posted in Reporting)
If I print a Credit note from "Print Invoices/Credit Notes" on the "Reports For Class: Customer" list it also prints an invoice. Even if I enter a range From 5 CN to 5 CN it still prints an invoice first.
Also, can the order in the FROM TO dropdown selection boxes be sorted into numeric (so a separate number range can be used for credits) or Grouped by type? If I just want to print a range of credit notes this is not currently possible.
There doesn't seem to be any logic to the order they are displayed. Even if I enter 2 credit notes back to back, they end up shuffled in the middle of invoices.
Maybe the function of Print Invoice / Print Credit Notes should be separated. Or am I missing something?
3 03/09/2011 03:29:54 pm
Topic: Branch & Head Office Statements (1 replies, posted in Reporting)
Is there a way to configure the system to produce Branch Statements and produce a Summary Statement for the Head office (Customer)?
I have a need for a system where the Branches receive their own statement for reconciliation, which is then forwarded to the MAIN OFFICE for payment.
A Summary Statement is sent to the Head Office for them to reconcile the individual branch statements and make payment.