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A
ABC271
January 28, 2021
Question

Unable to print report with number of outstanding invoices and other unwelcome changes

  • January 28, 2021
  • 1 reply
  • 0 views

Every week I have been creating a customer.xls sheet from SALES, Invoices which lists the customer, contact info, number of invoices outstanding (unpaid) and the total amount due (owing).

However, this morning when I tried to do this, the number of invoices outstanding no longer appears on the spreadsheet. Have I missed something?  This is an important feature for us (milkround with lots of small invoices).  Just having the amount outstanding does to allow us to see if anyone is falling behind. Being able to see the number of invoices is essential.

 

Also, on Banking. What has happened to the columns / listing? The date column is huge and the Category column (most important) is small and needs manually adjusting.  BUT every time you move away from the screen it goes back to these new defaults.  Time wasting & frustrating to now have to keep adjusting the column sizes.   

 

Finally, on Banking - the transaction amounts for review used to be listed in order of amount size.  Easy to go through. Now there appears to be no rhyme nor reason to how they are listed. Please put it back to how it was.

1 reply

A
ABC271Author
January 28, 2021

I have sorted the first point - I go to customer and overdue and number of outstanding invoices is listed - sorry - I missed this.

The other banking issues remain a problem - can you sort them quickbooks?  Thanks!

E
EmmaM
January 28, 2021

Hello ABC271, Regarding the columns, if you are meaning on the banking page itself you can adjust the column length by hovering over the line and moving it. If you are finding it is not showing correctly can we ask you to clear the cache and cookies(making sure to select a date range of all time), then close the browser re-open, and navigate back to that section is it still the same? If so which browser are you using? For the amounts, you can click on the word money received or money spent and it will change the order to in money order, you may need to click on that twice. let us know how you get on.

A
ABC271Author
January 28, 2021

Thank you for your reply.

 

I am using Safari.  Unfortunately, your suggestion did not work.  

 

On Banking. If I click on money received, yes, it lists all the money in amount order but it is no longer in date order.  Previously it was in date and then amount order.  

 

Whenever I navigate away from the banking page, the columns revert to the large date and small category column and require further adjustment.

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