22,647
Client has been on Dynamics for over 10 years and they are experienced users. Recently they showed me a Customer Statement that was displaying transactions that are dated back to 2011. I have tried to remove them from the Statement by changing the restrictions for the report, but nothing happens when I select different options.
Just wondering if there is something simple I might have missed.
Thanks
Hi,
Are the very old transactions fully applied with an amount remaining of £0.00 but still in OPEN status? If so does paid transaction removal not send them to HISTORY? Just thinking that if they transferred to history using paid transaction removal they shouldn't then show on the statement.
Hope this helps.
Thanks
Gavin
Stay up to date on forum activity by subscribing. You can also customize your in-app and email Notification settings across all subscriptions.
#1
André Arnaud de Cal...
291,253
Super User 2024 Season 2
#2
Martin Dráb
230,188
Most Valuable Professional
#3
nmaenpaa
101,156
Share
Report
All responses (
Answers (
