Another highly requested feature by our existing customers was an option for customer statements to Exclude Fully Applied Documents.
This will prevent any documents that have been fully applied from being printed on the customer statement without having to run the Paid Transaction Removal (PTR) Routine.
Selecting the Exclude All Fully Applied Documents option, in the Print Receivables window, on its own will produce a Statement which will exclude any documents that have a current transaction amount of 0. The date of the apply record is not considered for excluding the documents, and the cutoff date will determine which documents with a
current balance will print on the report.
If you want this option on your statements, we recommend that you just choose this 1 option when you print receivable statements. Multiple options cannot be effectively selected in combination with other options in the print receivables statements window.
For example, you cannot use this option in combination with the Show Applied Payments option. In that scenario the Exclude All Fully Applied Documents would be ignored, and the report will print as it did in previous versions with the documents and the apply records regardless of whether they are fully applied or not.
