OK, am kinda stuck.
I am setting up accounts for rooms.
Rather than have a continuations account per room I have setup flow so the rooms entity screen is a ‘masked’ bookind grid.
On a check-in button an entity is created with name of {RANDOM:4}-{RANDOM:8:0123456789} and entity date is updated with guest name and room number using [?Room Number] and [?Guest name] on update entity data fields.
I would like to make report to show balance for booking accounts (room bills) with a balance or of the booking number (which is the account.entity name) booking state which i set to inhouse and will be changing as part of the checkout process.
I would like to replace the first column with the room name which is available from either the Bookings entity custom data field ‘Room’ or can sort something else if needed.
Would also need to filter the entity list to inhouse bookings only which at the minute is an entity state but could be doubled up in to a custom field if needed.
HOWEVER Account Balance Statement is a statement its only transactions for that work period
How can I get it to be for all time… Presumably would need to move it to its own report rather than on work period report for a start.
The other question was if its possible to define an order for the accounts statement bit, order is age which is why i added the checkin column to kind of mask that its not in room incremental order.
