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Customer Statements not showing Current Balance

JessJess Member Posts: 3

We are not able to get our Customer Statements to show a current balance. The aging is correct for Due 30 days, Due 60 Days, Due 90 Days & Total Due but we cannot find a way to make the statement show the current amount due. I have attached a statement to give an example - no October invoice amounts are showing under CURRENT. Help here please how we can change this?


Comments

  • Acctd4Acctd4 Accredited Partner Posts: 1,531 ✭✭✭
    edited November 2021

    Hi Jess

    I think the issue may be this setting in your Company Preferences here:

    It looks like you may have it currently set to "Age from transaction date" instead ?

    (To access the above, click on Edit (along top toolbar) then on Preferences in the dropdown menu 😁 )

    Shaz Hughes Dip(Fin) ACQ NSW, MICB

    *** Reckon Accredited Partner (AP) Bookkeeper *** (specialising EXCLUSIVELY in Reckon Accounts / Reckon Accounts Hosted!)

    * Regd BAS Agent (No: 92314 015) * ICB-Certified Bookkeeper * Seasonal Tax Consultant since 2003 *

    Accounted 4 Bookkeeping Services Ballajura, WA

    0422 886 003

    [email protected]

    https://accounted4bs.com/

    (NB: Please mark your post as Accepted Answer/Answered if I have been able to resolve your query as this helps others when seeking solutions!)

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