This report is used for sending balance confirmations to customers. Print layouts can be designed according to audit requirements or company's working order.
If Directo's default printout Balance confirmation (with invoices) is not suitable, can order a suitable printout firstname.lastname@example.org.
Audit balance confirmations
Special customer data fields can be created for audit. Before the next year's audit, the data fields can be deleted using the bulk import module. Data fields can be created according to the needs of your company.
All the customers to whom it is necessary to send a balance confirmation by the auditor, can be filtered out at once, sent and later mark on the customer card, when the customer has sent back the confirmed balance confirmation.
Some customers send the balance confirmation themselves. This can also be marked on the customer card.
The Audit list sometimes includes customers, who have no turnover at all in the reporting year and the balance is 0. Such customers can be listed by marking Balance = -1.
If a turnover period is marked, all customers who have turnover in that period (also with a 0-balance) will be listed.