1 Topic by seahawk (edited by seahawk 07/06/2015 03:49:24 pm)

  • From: South Africa
  • Registered: 11/24/2009
  • Posts: 274

Topic: Customer Statement Change

Currently when you draw a statement for a customer in the reports section, there is no choice of date. If there is outstanding invoices the statement  will be as is on date when you draw the report.

If a client needs a statement for a specific period for example 28/02/2015, and you are drawing the statement today, then it will include all the invoices and payments over the history of the client especially when you select to include the allocated amounts.

The statement would be as on date of drawing the report and not the date the client requested.

Is it possible to have a start and end date for the statement. That way it will get rid of previous multiple years of information on the statement and only return the data for the specific period.

regards

Wynand

Wynand

seahawk's Website

  • From: UK
  • Registered: 12/29/2009
  • Posts: 28

Re: Customer Statement Change

There is something that has recently been written by elax - see post https://frontaccounting.com/punbb/viewtopic.php?id=4370

Unfortunately, I'm not quite sure how to install it... any ideas anyone?

  • From: Singapore, India, Chennai
  • Registered: 05/02/2009
  • Posts: 6,089

Re: Customer Statement Change

The relevant files to replace are in his repo at:
https://github.com/elax/fa-rep-customer_account_statement
Compare with the files as on that date for that version and port it accordingly.

apmuthu's Website