I have an issue with Sage Instant Accounts 2014 for a client and I wonder if anybody would be good enough to help me please.
When I run customer statements for all customers it only brings back statements for less than a third of the ones it should do at that date. If I highlight a specific customer I want the statement for it says 'no data available' for the majority of them other than the ones that appeared on the 'full' statement run. There is definitely data available.
Any ideas? I know it'll be something silly but I can't see it for looking.
Thanks in advance
Jon
Replies (14)
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Exclude later payments?
If you are wanting to run a statement for a date in the past that includes invoices that have since been paid you must remember to click the exclude later payments box. That's the only thing I can think of.
Is it specifically the statements you are needing or are you just wanting a debtor list at a specific date? If it's the latter I would use the aged debtors report.
Statements
There should be a series of layouts starting either 2008 or 2009, if you edit one of those and remove the filter (if it is there) do they work?
John
Layouts
Still don't understand why the others won't work but this one does.
Thanks John. You am the man!!
You are welcome :)
The 2008 layouts have fewer joins between tables and not only solve this problem but should also run faster as a bonus...
John