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[Tiffany Ziegler]

Is there a way to run the Trial Balance report to exclude any customers marked as Inactive on the Customer Card? I’m running the report with Zero Balance customers (to find any unapplied payments and apply them correctly) but it’s also pulling through all of my inactive customers (because they also have a zero balance). It’s just a lot of data to sort through that I don’t need. Any suggestions?

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Tiffany Ziegler
Vice President & Controller
Velcor Leasing Corporation
Madison WI
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[Adam Martin]

Unfortunately, “Inactive” status is not an available to exclude or restrict within the report options screen.

One option might be to modify the TB report — I would not advise this as this sort of modification would change the report and always exclude inactive customers – not just this particular option you are trying to run.

Alternatively, I would use the User-Defined 1 field, or one of the other available restrictions. If you are not using User-Defined 1, it would be simple to update this through SQL or Integration Manager. 

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Adam Martin
Support Manager, Consultant
Software Solutions Group, Inc.
Amherst NY
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[Bill Marshall]

Have you tried a SmartList? You should be able to limit Receivables Transactions based on Applied Amount = 0 (or Current Amount > 0) and Inactive = No. 

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Bill Marshall
President
mc²
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