Within Customer Maintenance > Statement types, we have now added another option called Open Item + CSV. Users will find this a great addition for those Customers wanting to open their Debtor statements within a Spreadsheet platform.
This new functionality will also be applied in other processes across the system including:
- Default Maintenance Configuration
- Customer File Manipulator
- Export / Import Utility
- Customer Enquiry ALTR
The .CSV file itself will include the below Column headings and values accordingly:
- Date
- Type
- Due Date
- Reference
- Details
- Order No
- Debit
- Credit
- Balance
