Client Report with balance

Submitted by Guest on Tue, 14/06/2011 - 13:28

General User's Discussion

Is there a report that can show running balances for a client? The Customer reconciliation report is good, but we would like to know the outstanding balance as at the invoice/payment date.

Cheers

Re: Client Report with balance

Submitted by tony on Wed, 15/06/2011 - 09:43.

Hi Di,

We could add the running balances on the Customer Reconciliation report but we would need to remove the start date so the balances would be correct. That means the report would always detail from the customers first transaction up to the selected date (sometimes a long list). Would that be suitable ?

Cheers

Tony

Re: Client Report with balance

Submitted by DiN (not verified) on Wed, 15/06/2011 - 15:26.

That would be great Tony. We would then be able to work through it with clients that may have a query.

Cheers

Re: Client Report with balance

Submitted by tony on Wed, 15/06/2011 - 17:01.

Hi Di,

I have modified the report and attached to a comment on original shared report entry. You can find it here

http://www.openvpms.org/customisation/customer-reconciliation-report#com...

Just download attachment and upload to existing Customer Reconciliation report template and give it a try.

Cheers

Tony

Re: Client Report with balance

Submitted by DiN (not verified) on Tue, 21/06/2011 - 16:41.

Thanks Tony

I have downloaded that report and its just what I needed.

Cheers

Re: Client Report with balance

Submitted by DiN (not verified) on Tue, 21/06/2011 - 16:41.

Thanks Tony

I have downloaded that report and its just what I needed.

Cheers

Re: Client Report with balance

Submitted by DiN (not verified) on Thu, 07/07/2011 - 12:30.

Hi Tony,

Reception staff are loving this report and are using it often.

It would be even better still if the Customer account screen could look like that. Is there any way to would be possible to add a runnning balance to this screen?

Thanks