We use the aged trial balance report in AR for collections, along with the customer notes report (also in AR). We sort the aged trial balance by customer name for easy "look-up", however haven't been able to figure out a way to sort the customer notes report alphabetically as well. Is this a feature that is there, or is it one that I'm now officially requesting be incorporated into the next service pack. ie: customer notes - enabling a sort alphabetically by customer name.

Thanks!
Karen

Hi Karen,

Wouldn't you rather have an option to include the customer notes on the Overdue Receivables report? Also, how would you select the notes you want to include?