show "future checks" in charges

0 votes
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asked Jul 30, 2025 in New Feature Requests by SMT
someone came today in office to pay a $500 balance because he got a call from the collector that he has a balance

but then i noticed that he actually paid a few weeks ago with 2 head checks of $250, but the :total due" does not include the payments because the check dates are future days and it still shows that he has a balance

its possible to show on the screen "future checks $250" like it shows "future CC" ?
commented Jul 30, 2025 by yczehn
If I remember correctly we do have a setting to include future checks in total due. is that what you're looking for?
commented Jul 31, 2025 by SMT
Yes.
commented Jul 31, 2025 by Admin
In the grid by charges the total will already be applied. So it will not show up as due. The bottom total is controlled by the top right drop down if you want to see until end of year.
commented Aug 1, 2025 by SMT
its possible to that the bottom should also not show it as due?
commented Aug 1, 2025 by Admin
The bottom total is controlled by the top right drop down if you want to see until end of year.
commented Aug 1, 2025 by SMT
its possible to have the dropdown by default set to see the total due 0, or do i need to change it every time i open JL?

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