Additional Fields for Associations

• 01/10/2022
• 2 minutes to read

This article describes the additional options for Associations that you can use. The association can print the open entries on the respective report.

To view all open entries of an Association:

1. Go to Associations > Association Customer 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, a subtotal can be printed 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 either print the report or send it. Alternatively, you can select Preview if you want to export the report without printing it.