Sales ledger status filter to show: locked & draft invoices, part payments, deleted invoices amounts

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Donnelly, Maire

May 21, 2019 15:31

Sales ledger needs to be more flexible.  Filter to be able to show part payments on invoices, deleted invoice amounts and locked or draft invoices.

Unfortunately we use the sales ledger to record our sales accounts totals. But without the sales ledger having the flexibility and offering more options to filter the information we need. We cannot get accurate information regarding our true sales totals. 

 

Maire Donnelly

JMD Training

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• Official comment

  

  Nate Smith May 22, 2019 00:35

  Hi Maire,

  Thanks for the feedback! You might want to take a look at our Reports feature. Several of the items you're looking for are available there (and can emailed automatically on a schedule).

  Look for the, "Sales Ledger Invoice" entity, the "Status" field, and the Payments relation.

  Our account management and support teams can help you if you can't find what you need!

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