Multiple Customer Account Statements

charlie-cook · October 23, 2018, 6:59pm

It is!! I want it be as easy as clicking a button and emailing them!

olamide_shodunke · October 23, 2018, 7:01pm

I refuse to give up

So many basic features that are missing. No one seem to be listening

Not_a_countant · October 23, 2018, 7:08pm

it is a lot of work for them too. if you could do it and share… everyone could benefit too. i really wish know Python + GIT + linux. My three Achilles heel.

Albertus · October 30, 2018, 3:42pm

Good Day

Could you email me: albertusgeyser@gmail.com

To discuss ERPNext Reports.

Thank You
Albertus Geyser

hifyaan · November 3, 2018, 5:53am

Yes would be awesome if you could share how you achieved this
even with jasper reports

Albertus · November 6, 2018, 5:27am

Albertus · November 22, 2018, 7:59am

Good Day

My new Jasper Reports Statement promised to post:

Please show me how many interested then i will upload Jasper Reports file to use on your ERPNext Database.

Thank You

Albertus Geyser

hifyaan · November 22, 2018, 8:14am

i am very very very interested

Muzzy · November 22, 2018, 12:19pm

Count me in. Thanks.

fkardame · November 22, 2018, 6:18pm

I think this will be very helpful.
I am in.

Albertus · March 6, 2019, 5:56am

Good Day All

I saw this from a link i received and like this approach of System 1A:

This could help allot.

Thank You

Albertus Geyser

Albertus · March 7, 2019, 3:43pm

Good Day

Herewith Link to updated Jasper Reports Customer Statement:

saifi0102 · May 26, 2019, 12:42pm

Check out feat(AR/AP): Group By, Cost Center, Mark Overdue by SaiFi0102 · Pull Request #17668 · frappe/erpnext · GitHub

AmarKukreja · March 8, 2020, 6:46pm

It’s a pity that this important feature is not done yet as part of core. Please look at it.

hifyaan · March 8, 2020, 9:19pm

yes i second that sad

dirkvdl16 · April 19, 2020, 4:57pm

For people finding this, this last post may also help

github.com/frappe/erpnext

Customer Statements - Aging Report

opened 09:41PM - 22 Jun 18 UTC

closed 09:13AM - 02 Dec 20 UTC

albertusgeyser

reports UX feature-request usability

Good Day We need Customer Statements to send to our customers as we currently… export data from ERPNext and import to Excell to create statement per customer per tab. I see feature was requested for long time. https://discuss.erpnext.com/t/multiple-customer-account-statements/8546/25 https://discuss.erpnext.com/t/customer-statement/33114 https://discuss.erpnext.com/t/customer-statements/35614/4 https://github.com/frappe/erpnext/issues/13565 https://github.com/frappe/erpnext/issues/4907 Hope this feature will be implemented soon. Thank You Albertus Geyser

flexy2ky · April 19, 2020, 6:21pm

@dirkvdl16 This is a brilliant app! Well done! however, it has a few drawbacks. First and most important, doesn’t take into account multi-company instances. There should be a filter to pull customers based on properties such as company.

Also, i get this error when i try to preview a statement. I assume this is also related to the fact that my instance has multiple companies:

This is a fantastic effort though. Thank you!

dirkvdl16 · April 19, 2020, 7:54pm

Thanks for your feedback! The issue has been fixed.
All the best

flexy2ky · April 19, 2020, 8:17pm

Indeed issue has been fixed. Thank you for the quick action. It would be nice though if you can consider the option of adding filters such as customers queries based on properties like company, customer group, statement period, e.t.c. This will help improve the queries for a more streamlined statement report.

Thanks for your contribution once again. This is indeed a much needed feature.

hifyaan · April 20, 2020, 8:32am

full credit to dirkvdl16
looks awesome tested in demo and seem to be working will test in production
but once again full credit
a BIG THANK YOU