Ideas for Acumatica

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Generate a statement on demand for a single customer

  1. An option in the customer record to generate a statement as at the current date for the customer.
  2. The statement is to consider the current period as current and age accordingly backwards. 
  3. The statement can be printed or emailed or exported as PDF / Excel.
  • Matt Sealy
  • Aug 12 2015
  • Shipped
  • Attach files
  • Olga Anisimovich (Product Manager Financials Team) commented
    April 22, 2017 11:22

    Shipped in Acumatica 7 Preview.

  • Jo Wykerd commented
    October 13, 2017 08:41

    Hi There,

    What could i do in Version 6 to achieve the same result? Not an option to upgrade at this stage but they want statements run this way.  Any ideas would be appreciated.