We are getting complaints from most of the SAGE 300 ERP users regarding the AR Statement.
It is necessary for the end user to see the Applied details on the statement, but not seeing the entire history (if transactions are not cleared to keep history).
Would it be possible to add a date filter to show only the last 30 or 60 days completed transactions on the statement with applied details, together with the outstanding documents?

Comments

  • Also would be nice to be able to adjust the due date should a debtor give a valid reason for only needing to pay at a future date

    Example
    Terms are 30 days from delivery to the customer depot
    Goods are normally delivered overnight so terms set as 31 days
    But shipment goes "walk about" and arrives at depot 2 weeks late
    It would be good to then change the "due date"