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Customer statement doesn't show the open transaction only?

Posted on by 10

Customer statement doesn't show the open transactions only?

pastedimage1675448960415v3.png

I tried all buttons in all direction and still showing all the transactions regardless it's applied or not

Any ideas why this is happening??!

  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 73,296 Super User 2024 Season 2 on at
    RE: Customer statement doesn't show the open transaction only?

    Hi, If you only need data, you can filter in Customer Ledger Entries.

    pastedimage1675643209550v1.png

    And, if you customize a new one, or find a more suitable standard report, you can replace the standard report in Report Selection - Sales.

    pastedimage1675643353486v2.png

    Hope this helps.

    Thanks.

    ZHU

  • Suggested answer
    Nitin Verma Profile Picture
    Nitin Verma 21,091 Super User 2024 Season 1 on at
    RE: Customer statement doesn't show the open transaction only?

    yes, you have to customize this report to show the Open entries as well.

    Thanks.

  • Suggested answer
    Inge M. Bruvik Profile Picture
    Inge M. Bruvik 32,748 Super User 2024 Season 1 on at
    RE: Customer statement doesn't show the open transaction only?

    I think that is the design idea behind the statement - it should show all transactions.

    You should try the Customer - Open Entries report instead.

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