How do I Exclude Zero Balances on a Debtors Statement in NebulaPMS?

How do I Exclude Zero Balances on a Debtors Statement in NebulaPMS?

Excluding Zero balances
  1. Excluding Zero Balances from a Statement refers to removing line items with a zero balance.
  2. It is important that this is approached with caution as these transactions/items will no longer appear on the Debtors Statement once this has been done. 
  3. It is advisable to print and/or save the Statement before excluding zero balances as this cannot be undone.
  4. Only line items with a zero balance will be excluded, these transactions are effectively removed from the Statement as they have already been settled and are no longer required to be displayed on the statements.
  5. Once the transactions have been excluded they can be reported on by utilising the Debtors Age Analysis Report. To access the report click on Reports -> Debtors Reports -> Debtors Age Analysis or Debtors Age Analysis Multi Property Report.
  6. Ensure the "Include Archived" Option has been selected.

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