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Bokkie Fourie

Customer Statement Template - How to implement date order and balance changes

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Good day

I have done some work with the Custom Layout Designer to personalise customer facing documents (quotes, invoices, statements) using the "Modern" template.  I would like to implement the following but do not have enough experience working with the Custom Layout Designer.

  1. "format" date order to ALWAYS display transactions in chronological order from oldest to latest transactions.
  2. Insert a "balance"  column in the statements

I will appreciate if someone can point me to online training material or documents/manuals (if available).  Alternatively if experts are available to assist to please contact me for assistance - obviously paid for.

Thank you in advance for your kind assistance.

  • 0

    Hi Bokkie Fourie,

    With regards to formatting the display of transactions in chronological order this is limited to how the transactions have been allocated. For example if you allocate a 2020 receipt to a 2019 invoice those two documents will show together because that's how they've been allocated.

    Currently it is not possible to insert a balance (which I assume is a running balance), this has been logged as a suggestion for future developments of the software.

    Please let us know if this answers your question?

    The Sage Accounting Team

*Community Hub is the new name for Sage City