Business Central 2023 wave 2 (BC23): Generate a customer statement only with open entries (Statement Style)

Hi, Readers.
The public preview for Dynamics 365 Business Central 2023 release wave 2 (BC23) is available. Learn more: Link.

I will continue to test and share some new features that I hope will be helpful.

Microsoft has two documents mentioning this feature:

Generate a customer statement only with open entries:

Business value:
Businesses send customer statements to customers in various formats and to serve various purposes. We’ve added a new option to the Customer Statement report that can clarify what customers owe you.
https://learn.microsoft.com/en-us/dynamics365/release-plan/2023wave2/smb/dynamics365-business-central/generate-customer-statement-only-open-entries

Include only open entries on customer statements:

Business value:
Businesses send customer statements to customers in various formats and for various purposes. We’ve added a Statement Style field so that you can include only open entries in the report.
https://learn.microsoft.com/en-us/dynamics365/release-plan/2023wave2/smb/dynamics365-business-central/include-only-open-entries-customer-statements

This is an idea that was proposed in Business Central Ideas about three years ago.
Business Central Ideas | Customer Statement only with open entries

With this wave, if you open the Customer Statement report from the Customers list page or the role explorer, you’ll find the following options in the Statement Style field on the request page:

Balance gives customers an overview of outstanding amounts and a reminder to pay amounts that are overdue.

For example,

Open Items does the following:
- Shows only open entries within the specified date range.
- Shows a balance for open entries before the start date.
- Ignores entries that have a posting date that’s after the ending date.

For example,

PS: in previous versions

Great. Give it a try!!!😁

More details about Statements.

END

Hope this will help.

Thanks for reading.

ZHU