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Status Under consideration
Created by Guest
Created on Jan 21, 2025

No filtering on Transactions / Customer Payments view

Feedback from partner on Sage 200.

Transactions / Customer Payments view - no way of filtering the list so cannot reconcile back to the balance. They want to see payments that have an outstanding amount.

Would expect to see the payments and invoices in one screen to aid reconciliation.

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  • Guest
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    Jan 30, 2025

    Yes this seems odd that a customer cant just download a statement of their account showing all transactions.