Sales ledger is a report, that shows customers, invoices and balance reports in chosen time period. It is possible to export the information into Excel and the reports can be saved.
5.1.2 Show only SEK and USD invoices – for this selection separate currency codes with commas without space „SEK,USD“. If you want to see only USD invoices then write „USD“
Filtering with “comma” works also with Customer salesman/Invoice salesman.
5.1.3 Don’t show EUR and SEK invoices – for this selection use exclusion mark „!“ and add currency codes separated with commas. For example insert „!EUR,SEK“ and the report shows only USD invoices. If you want to exclude only SEK invoices, then insert „!SEK“
Filtering with exclusion mark “!” and “comma” works also with Customer salesman/Invoice salesman.
5.1.4 Date added and Currency selection – gives the report a balance divided between currencies and calculates prepayments with the currency rate, unpaid payments and balance.
5.1.5 Date not added and currency selection – gives the report all the balance dividend between currencies and calculates prepayments with today’s currency rate, unpaid payments and balance.
The customer's internal comment field has been added to the sales ledgers. It can be used as needed.
As an option, information on overdue invoices when customers are called or the customer's written answers to reminders are written here.
Often, long-term debtors are the same customers to whom reminders are sent and calls are made every week. The answers are mostly the same - “we expect to receive a large order ourselves”, etc.…). You can now see such information directly from the sales ledger.
5.2.2. The customer's internal comment can be viewed without the possibility to change it.