Collections Notes Reporting
It would be great to be able to run an AR report with the aging balances for each customer, and then off to the side the most recent collections notes (or action taken) with a time stamp all in one place.
Comments: 4
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19 Nov, '20
ChristineAn aging with collection comments and promises to pay would be helpful when the Controller or CFO is requesting a weekly update on accounts
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10 Mar
Heidi HutchisonWe would also very much appreciate at least a notation of which accounts have comments and promises to pay, on the customer list screen or the invoices list screen. We would actually like the option of filtering for those customers / invoices that have promises to pay or comments and print only those customers / invoices. An added bonus would be to display the promise to pay date and the comments in viewable fields.
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12 May
christine Misgalla-BockAny update for an aging with collection notes or even a report we can run on collection notes and download
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11 Jun
Jared KingI'm pleased to announce that this is now available! The new Collection Notes report on the Reports page will give you a list of customer- and invoice-level notes. We do have plans for better reporting around promise-to-pays as well although that will happen in a future update.