add query output for installment balance as of specific dates
Add query output field for installment balance as of a specific date or date range. Currently, users can specify pledge balance as of specific dates, but not installment balance. For my use, I need to query for installment balances for this fiscal year and there is no way to output this. Even in Export, I can only select the number of installments to output, I cannot filter by date due for which ones I want to output.
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Guest
- Mar 18 2014
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This is a no-brainer! Not sure why it doesn't exist considering it is a field in the installment area already.
JoAnn - any query you run, no matter the date, pulls the full amount of the installment. There isn't a way to pull the actual balance due. So if someone has an annual installment amount of $2000 and they have already paid half, it will still show that their installment amount is $2000.
Anonymous - have you tried pulling your info using reminders with run date equal to the end of your fiscal year. Believe that will only reflect amount due by that date.
Yes! This please!