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AR Open Items Report

Posted: Mon Feb 17, 2020 3:25 pm
by bcseminary
Two suggestions:

1. In the balance due column, is it possible to show CREDIT AVAILABLE balances in parentheses?

2. Is it possible to get a total of the BALANCE DUE column at the bottom? What would be great is a total of all invoices with a balance due, a total of all credit balances, and then the net balance due.

I know I can export the report to manipulate it to what I need. But I thought that these changes might be beneficial for others as well.

Thanks, James
Baptist Convention Seminary - Botswana

Re: AR Open Items Report

Posted: Tue Feb 18, 2020 9:11 pm
by NeilZ
bcseminary wrote:Two suggestions:

1. In the balance due column, is it possible to show CREDIT AVAILABLE balances in parentheses?

2. Is it possible to get a total of the BALANCE DUE column at the bottom? What would be great is a total of all invoices with a balance due, a total of all credit balances, and then the net balance due.

I know I can export the report to manipulate it to what I need. But I thought that these changes might be beneficial for others as well.

Thanks, James
Baptist Convention Seminary - Botswana
I'd write these up explaining how this will improve your workflow and how it benefits you and others, then send it to 'wishlist@powerchurch.com'