Managing Additional Fields for Associations

  • 02/05/2024
  • 2 minutes to read

This article describes the additional options available for associations, providing you with enhanced functionality. You can now print the association's open entries directly on the respective report.

To view all open entries of an Association:

  1. Go to Associations > Association Customer Open Entries or Association Vendor Open Entries.
  2. Navigate to the Filter: Association section, and in the No. field select the association.
  3. To influence the outcome of the report, you can use various settings. For example, use the following fields:
    • Incl. Vendors - when selecting this checkbox, the report will also show vendor entries associated with customer/vendor links.
    • Print Subtotals - optionally, you can print a subtotal after each customer/vendor.
    • Print only Accounts with - choose whether to display all association entries or only those with a specific balance.
  4. Now, you can print or send the report. Alternatively, you can select Preview if you want to export the report without printing it.