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).
Cecilia Akum
| 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 |
| Product Variant | Sage 200 Standard |
