Hi Team,
As per the product review session dated 30-09-2020 we discussed on the SOA( Statement of Account) for which we discussed on the correct name of the report to be like bulk SOA or Customer SOA. But after I guess this report will only shows the debit credit and balance which is already getting the data from ledger.
So, I feel to have some another interesting option which can be called the “Balance Confirmation Statement”
Here are some detail of this statement
- Balance Confirmation Statement will show the bill-wise details and cumulative balance by each transaction.
- End of the last transaction closing balance will be display in the report
- After the actual balance, if there are some PDC (post dated Cheque) then it should display total pending PDC amount and again Closing balance after PDC as well.
- This statement can be enclosed as an Annexure with some automated draft letter
- we can make the unique format and can be useful to our existing and new customer both.
- Below is the sample format for the Balance confirmation letter
