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Customer Statement: Date issue

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walker
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Customer Statement: Date issue

Post by walker » 18 Feb 2015, 14:40

Hi, I've got another question.
When I create a statement for a customer, dates are not right.
October sales invoice comes on top and November invoices come next, which is ok, but then October invoice appears again.
(Does it use transaction numbers ??)
How can I make the customer statement in invoice date's ascending order?

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brucedenney
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Re: Customer Statement: Date issue

Post by brucedenney » 18 Feb 2015, 14:52

It shows things in transaction number order.

This is so that when you add on a backdated transaction it appears out of sequence as actually happened.

If you keep thing sup to date this should not be an issue.

You can re-jig the statement layout so that it sorts by date rather than transaction number if you wish.
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walker
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Sage Version: v2014 20 UK/Europe/Africa

Re: Customer Statement: Date issue

Post by walker » 18 Feb 2015, 15:01

Oh thank you for reply !
We'd like to keep everything updated, but sometimes situations don't allow us to do so.
Can you please tell me how to re-jig the statement layout???

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brucedenney
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Re: Customer Statement: Date issue

Post by brucedenney » 18 Feb 2015, 17:15

I think this might do it.

viewtopic.php?f=1&t=2220
For just about anything Sage :- Discount subscriptions, pay-as-you-go support, application integration, reports, layouts, linked excel spreadsheets, analysis or any other help making life with sage easier/less time consuming Contact me.

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