Statement - Generate customer statement balance report with multiple currencies that can be exported to Excel
Hi, I'm wondering if there is a method to generate a customer statement balance report with multiple currencies (including a contact filter) and export it in Excel spreadsheet.
I've attempted a few approaches previously:
Using the path: 1) Business->Invoice -> Send statements. However, this only displays the source currency and doesn't offer an Excel export option.
2) Accounting -> Report -> Account transactions
While this displays transactions in multiple currencies, it doesn't provide the option to show the balance brought forward from the previous month.
3) Accounting -> Report -> Customer Invoice Activity Unfortunately, this report only shows the functional currency and doesn't allow generation in the source currency either.
Is there an alternative method or solution to achieve this?
Kwang Hui Xin
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