Amount due for all accounts at a location
When you enter a location number into the search field and it returns all the accounts that were at that location we would like to see and added column that has amount due so that we can see at a glance any outstanding balances.
Ronda Farmer
shared this idea
This request has been considered before. In research of the request, the performance impact to UMS would cause a negative user experience. Due to that, this request is currently being declined.
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Thomas English
commented
Hi Ronda & Anita, the aged receivables summary report under "Reporting" -> "Financial Reports" might help to show any unpaid accounts at a specific location. This report allows you to choose current or final customers and shows their owing balance as at a chosen date.
Hope this helps!
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Anita Burns
commented
Currently, there is no way to tell if the customer owes on a final account without looking each one up. Some customers have had multiple accounts and it is difficult to find unpaid final bills. Having this feature on active accounts also would be very helpful.