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Old 05-23-2017, 02:03 PM
JeffW012 JeffW012 is offline
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Location: North Carolina
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Transaction Notes

Is there a way to run an open balances report which shows the transaction notes on the report??? We have several clients that take deductions for shortage claims when they submit their payments. Often times, the shortage claim is invalid and we are able to later collect payment, but it can take a couple of months or more for the dispute and investigation to be completed. We leave these invoices open, showing up on the Aging Report, but we enter transaction notes when the dispute is filed. We want to be able to see the notes on the Aging report or open balances report, but the customize report function doesn't offer an option for adding transaction notes.
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Old 05-24-2017, 03:54 AM
Rustler Rustler is offline
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About all you could do is change the invoice number, add the letters -ID (in dispute) to the invoice number - that will at least clue you in when looking at the aging report
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