Comments Not Displaying on Aged Invoice by Contract report

Comments Not Displaying on Aged Invoice by Contract report

The "Latest Comment" field on the Aged Invoice by Contact was not displaying any information. To populate that field on the Aged Invoice by Contract report, do the following:

1.  Go to the Administration menu - Codes and Types - Comment Type

2.  At the bottom of the screen you'll see a box labeled "Include latest comment on Aged Invoice by Contract."

3. In order to get these comments to show up you'll just need to check that box for the particular type of comment that you want to show up. 

4.  Note that it's only going to show the most recent comment.  For example, if you're looking for Collection comments but the most recent comment is a Bankruptcy comment type it's going to show the Bankruptcy and not Collections.  


    • Related Articles

    • Tagging Invoice Messages into Invoice Doc Templates

      Please refer to attachments (Follow "Invoice Consolidated notes" document for instructions) In the event that you would like to have your Invoice Documents include a comment specific to the Contract at hand in the Invoice Documents, there are a few ...
    • Automation and Contract Profiles Training

      Please see the attachments for detailed information, recording available from within the Vimeo weblink Three Attachments available + a link for the Recorded Training: 1. Detailed notes that accompany the Recording, titled "Detailed Notes - Automation ...
    • Standard Contract Earnings Report - Calculations and Logic

      See attachment for details. The attached document details the Contract Earnings logic used on the Contract Earnings report in the Dashboard Reports Earnings folder. The document defines the Contract Earnings logic for a Capital (Direct Finance) ...
    • Prepaid Invoice Report Logic

      The Prepaid Invoice report (in the Dashboard Reports - Invoicing folder) is limited to invoices where the payment Effective Date is less than the Due Date, the payment has been posted and not returned, and the invoice detail record OpenClosedOid is ...
    • Aging Bucket With Immaterial Exclusion Report

      If you want to review a contract's receivables and not show the Immaterial Exclusion amount, the Aged Receivable by Contract report should be run. This report will exclude any immaterial amount from the aging bucket amounts. Immaterial Exclusions are ...