Sage 200 UKI Ideas Portal
When customer transactions are imported, they are currently displayed in the customer account as single lines based on the imported nominal transaction lines in an excel template. When a customer statement is run from Sage, it displays the individual lines (such that one invoice could have 2 or more lines on the statement).
| Idea Benefit | Setting the statement to run at 'invoice number' level will save time, summarise the statement and is less confusing, especially for the customer. |
| How do you solve for this problem today? | Exporting the statement into Excel and summarising before sending out to the customer |
| Fixed in version | Report Design Service |
This can be done by regrouping the statement, you can speak to our report design team by making a report design appointment.