Chris Leone
My feedback
4 results found
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1 vote
The Aged Analysis report in AR should only show customers with a zero balance if they still have open invoices and credits that are not applied to each other. They may net to a balance of zero, but because they aren’t applied to each other, they’ll still appear on that report. If that does not explain what is happening to you, please call our support at 1-800-390-7053
An error occurred while saving the comment Chris Leone
shared this idea
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13 votes
Thanks for the idea!
We are constantly re-evaluating our reporting formats, and this is a great suggestion!
Many of our customers have requested more information to be printed on the check stubs, so the font size has been reduced in order to fit the needed fields on it.
In the meantime, you might contact our custom report services to help modify your current format to be more readable for you.
Chris Leone
supported this idea
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33 votes
Thanks for the idea!
We have some changes for the Denali screens as soon as we are able to commit resources to them. Watch for these changes in future updates.
Chris Leone
supported this idea
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97 votes
We are currently reviewing development for this capability. Our first concern is to ensure your bookkeeping stands up to any audit or review. Because our software may use a different database protocol than other systems, it requires Crystal Reports in order to retrieve information. Crystal provides a way of reporting data without compromising the integrity of the database.
Rest assured, we will keep striving to make our software more usable while keeping the data secure, and the system as configurable as possible.
Chris Leone
supported this idea
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That should be the case. However, it isn't. When I run the report every customer shows up. The only way I could get it to print correctly was to select a balance of .01 and up. The customers showing up have no outstanding or unapplied credits or payments.