Improved Statement Report

thaug · 2011-07-12

Before I start to engage someone to do some work, I was wondering if anyone had any improved statement reports. We're looking for something that is a little more exotic than the standard statement report. If anyone can share one, or if you had one for sale, please respond. We're using a slightly revised version of the standard report in 4.0.

What type of statement are we looking for? Well, it is going to be one of those "we'll know it when we see it" kind of things. We have some ideas of what we want, but we want to first look at the market and see if anyone has something that might be of interest to us, where we can say, yeah, that looks good.

Alex_Chow · 2011-07-12

Exotic is relative.

Can you provide an example of what you're looking for?

thaug · 2011-07-13

We'd love something with more detail and better consolidation. For example, if you have a credit memo, showing the associated invoice line right above it or referencing it in some way. Stuff like that.

Like I said, it is kind of nebulous what we want right now. We'd love to see what others have done, or if there is a report for sale from a partner, etc.

Alex_Chow · 2011-07-13

We've done some fancy ones, but they're all per the requirement of the customer.

The statement we commonly use only shows open entries. So it won't have the credit memo and the invoice feature you're speaking of.

Let's see a sample of what you're looking for. Maybe we have something in our archives.

thaug · 2011-07-13

Thanks. I have some people that are looking at many of our vendor statements and picking and choosing the features and enhancements we want to see. I'll post that here when I get the mockup.

Improved Statement Report

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