Customer Statements not showing Current Balance

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Jess_10218278
Jess_10218278 Member Posts: 2 ✭
in Reckon Accounts (Desktop)

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?

BNC Contracting statement.pdf


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  • Acctd4
    Acctd4 Accredited Partner Posts: 3,426 Reckon Accounts Hosted Expert Reckon Accounts Hosted Expert
    edited November 2021
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    Hi Jess

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

    Capture.JPG

    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 / Hosted ! ***

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

    Accounted 4 Bookkeeping Services

    Ballajura, WA

    shaz@accounted4.com.au

    https://accounted4.com.au

    (NB: Please give my post a Like or mark as Accepted Answer if I have been able to resolve your query as this helps others when seeking solutions!)

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