Feature Requests

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Aged Balance on Statement not showing correct balances.

The AR Aging that prints on the bills can be wrong if there are unapplied payments. This needs to be corrected as it causes a lot of confusion. Our clients are evidently finding the statements confusing as many send incorrect payments.

  • Guest
  • Dec 17 2021
How often would you use this request?

Monthly and intermittently

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  • Gigi Vita commented
    21 Dec, 2021 01:58pm

    Best practices are to always allocate your payments (operating and trust account) prior to finalizing your invoices or sending them to your clients. If the funds aren't allocated, then the invoices remain outstanding in TimeSolv and will be reflected as such.