Debtors and Creditors
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Maree Reveley
It would be great to have a report showing Debtors and Creditors for a certain time Period or a report that captures the needs action screen at any one time with a total for each debtors and creditors
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Jo - Farm Focus
Merged in a post:
printing debtors statement
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Michael Shanley
Having function that i can print all debtors in a row and not having to go into each . Also dont have to be a different pages
Jo - Farm Focus
Merged in a post:
Opening balance added to debtor at beginning of financial year
S
Stephanie Farm Focus
Can we have the option to add an opening balance to an annual invoice, where the client is opening the year in credit? Clients pay weekly instead of off the invoice and as we can't record an expense invoice to show opening balance and then match subsequent payments made, our debtor summary reports are no longer accurate.
Jo - Farm Focus
Merged in a post:
AP report
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Rebecca Batie
Hi
A report is needed so that we can see what we owe each customer that gives a full amount owed for previous month due on the 20th. Here we can check statement values and if they match what we have in Farm Focus.
Jo - Farm Focus
Merged in a post:
Creditor Total Report
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Tarrant Cotter
Can we please have a report showing out standing invoices for a date range. Would be best to choose the 20th so we can add other invoices throughout the month.
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Ross Hewson
This report is well overdue. A lot effort goes into entering all the creditor invoices but nothing is available to print out. Creating a manual report each month is time consuming and doesn't tie back to what is in Farm Focus. You either don't reconcile Farm Focus until the payment is made or you do the job of reconciling twice. Think of your big clients for a change.
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Janet Higham
This would be helpful as then I can just go down the list and see outstanding payments rather than having to go to each debtor.
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Jane McLennan
Hi Michael,
I may be misinterpreting your request, but we have a report called Tax Invoice Summary. You can find this under Reports>Debtors>Tax Invoice Summary. You are able to print this report. Is this what you are looking for?
Cheers
Jane
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Jane Pearce
Jane McLennan: I believe he is asking to print all the statements at once rather than pick them out all individually to print the statement. This would be a great improvement.
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Jane McLennan
Hi there,
Thanks for being in touch.
We do not have a report that captures the Needs Action screen however-
The ability to report using 'current month' is a great feature which captures all invoices including unpaid invoices (ie. still in Needs Action, yet to be matched). If you have an invoice loaded for each debtor and creditor the Cashflow Detail Report can be filtered for a specific date range, perhaps just the current month, and will report on all paid items and unpaid invoices which would capture what you are looking for if you had invoices loaded.
Also the Tax Invoice Summary report reports on all outstanding tax invoices for each other party, including the total owing and if they are overdue.
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Melissa Farm Focus Support
Thank you for your feature request, this will be passed along to the development team to consider your suggestion. Any updates will be listed here.
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Melissa Farm Focus Support
Thank you for your feature request, this will be passed along to the development team to consider your suggestion. Any updates will be listed here.
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