RECEIVABLE STATEMENT DETAILS
Fay Porter
Same old problem, still not being addressed. Receivable statements are no longer showing charge/credit and payment info in the description line so a customer cannot see their history on statement.
This was previously part of the program and was discontinued. Very frustrating that I have to pull up a report or take screen shots to show a customer there receivable history.
Our customers in general do not like our statements and find them confusing and don't provide useful payment and invoice value history.
If the columns that show in the system in accounting could be shown on the statements, it would solve the problem. To accommodate other user preferences, there should be a settings option to turn columns on or off for statements.
Heather Bonney Relva
Hello Darren, this is a huge issue, original invoice values should be seen on a statement. If I can't even understand the statement how do I explain it to the customer without looking sketchy?? Why isn't there any traction on this issue?
Heather Bonney Relva
I agree!!! The printed statement itemizes the invoices and payments but not dollar values. If you click on the invoice then click transactions you can see all of the payments but you can't print it! While in the accounting screen if you click on the invoice, then click on the Invoice button above it shows all payments applied to that invoice with payment references, but no dollar values!! Why so confusing to the customer? I and the customer would prefer to see all transaction history all on one screen!
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Bill Marr
agree!! it would be nice if protractor actively actually addressed these problems, or maybe had a 3 day owners convention. I would be happy to fly anywhere at my expense and sit with their development team and go through the issues with the system to make it more efficient and professional.
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Darla Tarvin
I agree !!!!