search-icon

Feature Request - Customer Receivable/Statement Reports

started a topic 10 months ago

Hi Dear Development Team


I notice that Dear do not have the most basic but very important Customer Receivable/Statement Reports below:


1. Aging Receivable 

    a. Aging Per Customer Totals

    b. Aging Per Customer Invoices Totals


2. Statement of Accounts

    a. Activity Statement of Account - This report will show the historical activity of the customer on a given period for activities covering:

        1) Invoice Dates with Reference and Amounts

        2) Advance/Deposits Receipt Dates with Reference and Amounts, which SO or Invoice it is allocated.

        3) Balance Receipt Dates with Reference and Amounts, which SO or Invoice it is allocated.


Currently, we do these reports in Xero as they are already available in Xero. However, Xero report on these is not complete. It does not capture in its Activity Statement of Account the Advances/Deposits.


I think this is high priority feature for Dear. We would prefer to see this report from Dear and not in Xero since the data in  Dear are real time and these data are more consistent with other Dear Reports.


Thanks 


4 people like this idea
Login or Signup to post a comment

4 people like this idea
Log in or Sign up to post a comment