Settings and activity
2 results found
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58 votes
Hi everyone, thanks for continuing to share your feedback on Irish VAT reporting, including VAT3 and RTD details. We’re pleased to let you know that this functionality is currently in development.
We’ll continue to share updates on the progress and status of this idea here as development continues.
Thanks for your patience and support. ✨
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Ruta Rudaite
supported this idea
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59 votes
HI team, appreciate not directly within the Customer statement at present and being open we don't have immediate change planned for adding this to the customer statement. However, for the time being you could look to run the Customer Invoice Activity report which has a few more options for the columns and detail shown.
Once you've set up as you like you could save as Custom to make this readily available in your org and export to share externally with a customer/client.
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Ruta Rudaite
commented
Hi Kelly,
On the Contact Transaction reports it doesn't show total Invoiced amount. I will attach the example statement from our previous account system. If we could generate report or statement laike this, would be very helpful.
Thank you very much!
Kind Regards,
RutaAn error occurred while saving the comment
Ruta Rudaite
commented
Hi, It would be helpful to have following information on activity statement : Total Invoiced amount ( as on Invoice report) and all payment activities ( payment date and amount). Now we have to send two different documents for customers -Invoice report and the activity statement. Would be nice to have all required Information on one statement. Thank you!
Ruta Rudaite
supported this idea
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Thanks for improvement!
Still RDT Report badly needed...
Thanks!