Account Statements - Outstanding amounts as opposed to transaction log?

Like (0) Share

Report

Posted on 11 Jun 2020 08:39:47 by BCgs

468

I am hoping someone has the same issue as me when trying to create a statement templates.

Possibly from using Sage 200 a statement is something they do quite differently. However with Business Central a statement is more of a transaction log of all of the in/out of your account - I guess much like a bank statement so I can see why it makes sense.

Without getting into a discussion of what a statement should or shouldn't look like. I could really do with sending something like the below to our customers once a month to show the outstanding invoices that need paying on their accounts.

In simple terms using the example below - we need to send this customer an email to say you have £319.24 outstanding and it relates to this Invoice(s)

How would I achieve this?

All responses (7)

Answers (1)

Verified answer

JAngle 63 on 11 Jun 2020 at 17:11:34

Like (0)

Report

RE: Account Statements - Outstanding amounts as opposed to transaction log?

The modification is at report object level. Something your partner can help with if you cannot get access to a copy of the .AL file.