I am facing two problems,
1. I cant generate running balance in customer balance report as shown in figure attached.
2. Secondly as a solution provided by you guys now I am using balance sheet and then i got to debtor (Receivable) and customize it as per my need to see running balance of my customer. But now the problem is I created a Journal entry and is not visible. Please help me in both of the reports.
Customer balance report: cant see running balance from start.
Balance Sheet Transaction Report: Cant see journal entries but is visible in customer balance report.
Welcome to the Community page,
Thanks for the screenshot there is no way of seeing what that journal is on the report it will always just show as journal. You would have to click into each journal on the report to see what it is.
In regards to your Balance sheet, which will not show journals there it will only show the categories from the chart of accounts. Journals posted to the balance sheet accounts will affect the amounts, but the balance sheet is a summary report so the journals won't's show unless you drill into an account.
So if you are drilling into the balance sheet and you are using the customise to select from transaction type journal entry it should show it, if that's what you are doing and it is not showing then we suggest that you ring the helpline on 0808 234 5337 and the agent will be able to set up a screenshare with you and have a look into what it is doing.