[GNC] Account report

[Adrien Monteleone]

You can first filter the register view by date, then run the account 
report, but that won't be any different than the result from the 
Transaction Report. You won't get an 'opening balance' or 'balance 
forward' from previous dates that way.

If you set up the members as 'customers', invoice them for 
dues/fees/charges/etc, and assign their payments to those invoices, then 
you can use the Customer Report which is exactly what you want. It will 
provide a Balance Forward and all activity during the specified period, 
along with a current balance and aging info. (how much past due 
30/90/120/180 days)

I don't think you can duplicate this result using standard individual 
accounts without *lots* of manual work. I'd hazard it would be more 
labor intensive then using the Business Features in the long run.

Regards,
Adrien

On 12/8/20 3:39 PM, David Long wrote:
> Hi, how can I select just the last few months for an "Account Report". I am getting the whole history of the account from the first ever transaction?  I can use the "Transaction Report", instead and select which account and periods I want, but then I do not see the opening and closing balance.
> 
> I am using the accounts to control the member's accounts of a sailing club and wanted to use this report to produce member's statements.