Tweaking the Outstanding Statement PDF

Comments

3 comments

  • Official comment
    Tony

    Hi Rebecca,

    The customization of the PDF statements is really just the display of information on the current statements. We do not provide the capability to further select or qualify records. You would need to create your own custom visualforce page or use a product like Conga or Drawloop to do this in Accounting Seed.

    Thanks,

    Tony

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  • Tony

    Hi Rebecca,

    This would be a more traditional use case for the Activity Statement. The Activity statement will include billings, cash receipts and credit memos. Would the activity statement work for you? 

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  • Rebecca Ralls

    No - they really only want outstanding items.

    I asked them about how often this is really an issue and they say they very frequently receive duplicate payments or payments for the wrong amounts or pre-payments that cannot be applied or fully applied to anything currently outstanding, so having the cash receipt on the outstanding statement is important to them.  

    It's not only a visibility issue, but an accuracy issue.  Without including unapplied cash receipts, the balance quoted on the outstanding statement is just not correct.

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