Finance | Project Operations, Human Resources, ...

Customer Statements showing Very Old transactions

(0) Share

Report

Posted on by Bill Campbell

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

Categories:

Microsoft Dynamics GP

I have the same question (0)

All responses (2)

Answers (0)

Sort by

Gavin 2,510 on at

Like (0)

Report
Copy link

Link copied!

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

Was this reply helpful? Yes No
Suggested answer

Romryan on at

Like (0)

Report
Copy link

Link copied!

Paid Transaction Removal routine will do especially on fully applied transactions. you can use write off routine to clear under/over payments.

Was this reply helpful? Yes No