Print Customer Statements

Registered by philu on 2011-04-01

Need to be able to print customer statements.

Blueprint information

Status:
Started
Approver:
None
Priority:
High
Drafter:
None
Direction:
Approved
Assignee:
Graeme Gellatly
Definition:
New
Series goal:
None
Implementation:
Beta Available
Milestone target:
None
Started by
Graeme Gellatly on 2011-04-14

Sprints

Whiteboard

The existing standard "Overdue Payments" report (in the right-hand toolbar on the Customers screen) could be a useful starting point. So too could be the Aged Trial Balance (under Accounting / Reporting / Generic Reporting / Partners / Aged Partner Balance).

I am well underway with this. The Overdue payments report IMO is a waste of time, after wasting 4 days adapting it. The parser doesn't define periods, access partial reconciled amounts and generally pulls information from the wrong place.

A better start is the aged trial balance report, combined with the onchange function from account_voucher extension. I should have this working in a couple of days anyway, just need to sort out the aging part, have open items, reconciled and total balances all sorted.

(?)

Work Items

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