Display entire year’s activity in Customer Ledger

By | April 13, 2009

As per current MAS 500 functionality, in Customer Status task the ledger tab displays ledger activity only for the current fiscal period. It also displays open/closed invoices and memos in the current fiscal period. Please refer the below screen shot.

Customer Status LedgerHowever, users may want to view the entire year’s activity in the Customer Status window and standard MAS 500 does not provide such a functionality.

We at Greytrix, have a utility which will display the entire year’s Customer Transactions in the Customer Status window. Please refer the below screen shot.
Customer StatusAs shown above, user can view ledger activities for all fiscal periods of the year.

If you would like to benefit from such a utility, feel free to contact us at sage@greytrix.com.

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Greytrix is a one stop solution provider for Sage ERP and Sage CRM needs. We provide complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third party add-on development and implementation expertise.

Greytrix has some unique solutions of Sage 100 integration with Sage CRM, and Salesforce.com along with Sage 100 Migration from Sage 50 US, Sage Intacct, QuickBooks, Sage Business Vision and Sage Business Works. We also offer best-in-class Sage 100 customization and development services to Sage business partners, end users, and Sage PSG worldwide.

For more details on Sage 100 Services, please contact us at sage@greytrix.com. We will be glad to assist you.