Tweaking the Outstanding Statement PDF
Another question about statements:
Is there a relatively straight forward way to make the Outstanding statement include any unapplied Cash Receipts? I see that is uses the same controller as the activity statement, so I'm hoping yes.
TIA!
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Official comment
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
Comment actions -
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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