Hi Guys,
We have an issue with the statement template. When a manual adjustment is made on an account, the customers statement is printed at the end of the month the balance on the statement does not take into account manual adjustments that were carried out during the previous month. I am attaching an example of exactly what I am talking about.
I have tried a number of customer statement templates including RMS default template but none of the statements display the correct balance at the bottom of the page when an account has been manually adjusted. If I look at the customers account properties the correct balance is displayed in this window. Has anyone come across this before? I would appreciate any suggestions
Kind Regards,
Margaret
*This post is locked for comments
Hi,
Is this the default template or customized one. Can you please share the report template.
Thanks & Regards,
Upendra Nath M.
Stay up to date on forum activity by subscribing. You can also customize your in-app and email Notification settings across all subscriptions.
André Arnaud de Cal... 290,900 Super User 2024 Season 2
Martin Dráb 229,297 Most Valuable Professional
nmaenpaa 101,156