Reports issue?

[groll]

Love the product! In examining reports, I am confused as to how they are generated. Do the reports generate 'paid' from actually making a payment or from the invoice itself?

2 questions:
1. When I view a report for 'Product Sales By Customer' I see a report of people with whom I have not received payments for. Is there a way that the report can view invoices that are only paid so that I know the actual month that they paid and not get a list of invoices that I haven't received payments for? It seems to me that the reports for payments should only list those accounts/invoices that I have actually received payments for.

2. In addition, if I set up an invoice original due date for December 2006, and they don't post a payment until January, it shows up in the December month, instead of January. For accounting purposes, this is really confusing when I run reports. Can anything be done about this?

One more bug...if I change the invoice created date, it would be great to automatically generate the due date based on the terms that I have set in the dropdown to the left of it. For example, if I want to post an invoice for a previous week, I have to then back up the due date as well instead of it automatically doing that. The prepopulation works when I create a new one, however if I then change the initial value, the ending date doesn't change in sync with the date.

Thanks!

[K Software]

Love the product! In examining reports, I am confused as to how they are generated. Do the reports generate 'paid' from actually making a payment or from the invoice itself?

Thanks for the kind words! Hopefully I can clear everything up for you!

2 questions:
1. When I view a report for 'Product Sales By Customer' I see a report of people with whom I have not received payments for. Is there a way that the report can view invoices that are only paid so that I know the actual month that they paid and not get a list of invoices that I haven't received payments for? It seems to me that the reports for payments should only list those accounts/invoices that I have actually received payments for.You need to look at the "Payments Received" reports (there are a couple) for detailing just payments, or the Invoice report (and check the Paid box) to see a report of invoices that have been totally paid within the given date range.

2. In addition, if I set up an invoice original due date for December 2006, and they don't post a payment until January, it shows up in the December month, instead of January. For accounting purposes, this is really confusing when I run reports. Can anything be done about this?Sure. Use the various "payment received" reports to see information on payments specifically, or change the invoice date before you post the payment if you want the entire invoice to show in a particular month (or year).

One more bug...if I change the invoice created date, it would be great to automatically generate the due date based on the terms that I have set in the dropdown to the left of it. For example, if I want to post an invoice for a previous week, I have to then back up the due date as well instead of it automatically doing that. The prepopulation works when I create a new one, however if I then change the initial value, the ending date doesn't change in sync with the date.Good point! I'll get that changed.

[groll]

Wow...you're quick.

One last thing, since you are going to add a field for 'emailed invoices' or something like that, it would be great if you can also add a column for the due date. The reason is that I can see the monetary amount that are past due on the top right, however I don't know which are past due unless I run a report or so. It would be great to sort them by invoice due date or possibly have them turn red (instead of blue) when they are past due so that I can immediately send out a late payment notice...anyone else request this?

[K Software]

Wow...you're quick.

One last thing, since you are going to add a field for 'emailed invoices' or something like that, it would be great if you can also add a column for the due date. The reason is that I can see the monetary amount that are past due on the top right, however I don't know which are past due unless I run a report or so. It would be great to sort them by invoice due date or possibly have them turn red (instead of blue) when they are past due so that I can immediately send out a late payment notice...anyone else request this?

Several additions to the invoice list grid are in the works as well (this being one of them!).

Red is reserved for Voided but I'll see what I can do to pick out another color.

Thanks!