Customer Reports improvement
There is a customer report called Unpaid Invoices. One would assume this would be to use to chase up unpaid invoices. But this report does not balance to the total Accounts Receivable in General Ledger, due to it not including any credit balances (as negative values) in this report. It shows on the individual statements okay but not on other reports.
I currently have a customer with some overpayments that I cannot allocate until the customer advises what to put them to, but Unpaid Invoices doesn't record them.
Surely, Unpaid invoices report should equal the total on the Balance Sheet.
You can use the Invoice List and select "unpaid" and get the same report as the current Unpaid Invoices report.
So why not make Unpaid Invoices more relevant, so that it shows what exactly is owed by each customer minus any credits, and have it totalled and equal to the balance sheet total.
Customer Transaction Report is another not very useful report in its current format. It is just a list by customer of all transactions regardless of whether they are invoices, receipts, or credit notes, with no distinction between them as far a value goes. They are all written as positive values regardless. There are no totals, so validating that it is everything and balances is impossible.
Another improvement would be if when we change the optional parameters, to be able to save those so they can be accessed next time, instead of having to redo them every time. Many of the reports are not printer friendly either. I mostly have to send them to excel and then space the columns more appropriately, delete unused rows, reverse merge across cells, and make all columns print on one sheet, usually A4. And in the case of the Unpaid Invoices report I have to delete all the customer names that line up with the totals, because they are squashed up, and the customer names are there anyway at the beginning of each one.
I find that most reports that are set up for landscape only need that because of so much empty space between columns, and it wastes more paper and printer resources than is necessary.
So just some thoughts to consider.