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Thread: Pastel V14 Customer Statements issue

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    Question Pastel V14 Customer Statements issue

    Is there a way in Pastel partner V14 to have customer statements that show only the outstanding transactions individually as open items. This we want for current and prior periods. Our Customers want to see the actual transactions on statements and not the balance brought forward figure as one. This they want for their own reconciliation purposes. I tried to setup open item for all customers but it still shows a balance brought forward amount with all the outstanding transactions for prior months lumped up in there and the open items for the current month displayed individually.

    Please help

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    Diamond Member Neville Bailey's Avatar
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    Although you have set up Open Item processing, your statements might still be set up for Balance Forward format.

    Go to Setup...Customers...Control and then open the Statements tab.

    On the left, untick the option "Always Print in Balance Forward Format".
    Neville Bailey - Sage Pastel Accounting Consultant
    www.accountingsoftwaresupport.co.za
    neville@accountingsoftwaresupport.co.za
    IronTree Online Solutions

    "Give every person more in use value than you take from them in cash value."
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