accounts receivable

New transaction options when running customer statements

Introducing a better way to select which transactions you want included in your customer statements. Now, when you run open item customer statements, there are new transaction options for you to select from. These options provide more granularity and insight into which transactions will appear in the statement. The updated transaction options include the following:

• Show all transactions

• Show open AR sales invoices and credits

• Show open AR sales invoices

Key benefits

• Updated transaction options help you easily identify and select which transactions will appear in the statement

• New options allow you to include open AR sales invoices and credits or open AR sales invoices only

• More clarity regarding what will appear in the statement without having to view it first

How it works

1. Go to Accounts Receivable > All > Invoices > Print or email > Statements.

2. Select Open items as the statement type.

3. Select one of the following transaction options:

   • Show all transactions

   • Show open AR sales invoices and credits

   • Show open AR sales invoices

4. Optionally, enter other filter criteria.

5. Select View.

Permissions and other requirements

Subscription	Accounts Receivable
Regional availability	All regions
User type	Business
Permissions	Print or email statements: Run
Restrictions	New transaction options are not supported for balance forward statement types. When you select Show open AR sales invoices, the show external credits option is not available. Show all transactions must be selected to use the following options: Show all but reversed payments Show customers with no balance if activity occurred