Filter dates on customer statements

Ideas & feature requests
1

It would be really helpful if we could filter a date range on statements (both customer and parent company) as we get a huge pdf at the moment.

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3

Thanks for the suggestion, Mark. Please don’t forget to vote for it, as every vote counts :+1: For more on how we handle feature requests, please see 💡 Posting ideas & feature requests for Breww 💙

4

Do you need to filter by date manually, or would a solution like Account statement exports/emails to only show outstanding items (effectively automatic date filtering based on when the account was last at £0) be better?

Thanks.

5

Hi Luke

Both would be really helpful TBH. Most of our group customers like TRG for instance just ask for outstanding invoices so the simple non specific would work, but manual ones would be helpful for where there are payment queries.
Thanks

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6

Thanks Mark, that makes sense. I’d recommend voting for your request.

7

Hi Luke,
Showing only outstanding items would solve any issues.
Thanks

1 Like