Allow a specific date range to be used for statements and not just limited to one month at a time.
| Date Submitted | Aug 4, 2025 |
| MerchantAg Modules | Accounts Receivable |
| Product | MerchantAg |
| Who will benefit from this idea? (Department and/or Job Title) | Customer service represenatives |
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What problem does this Idea solve?
Fairly frequently, a customer asks to have a statement covering a specific range of dates or everything since the beginning of the year. It would be helpful to be able to provide this to them instead of either not being able to provide it (date range mid month to mid month) or have to provide multiple statements that piece together the whole year. |
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A solution to this would be great. We often have customers that want a full year statement for tax prep.
Also need to allow multiple prepaids to apply to the same invoice.