Reconcile amout of customer balance between views and add the ability to see customer transactions directly when clicking on customer tab

[tranx]

Currently to see and understand customer balance , it is very often to necessary to go to reports to look at customer transactions. Ideally when selecting a customer, we should have a filter for all the invoices associated with that customer. This would be useful as it seems that sometime different views give different balance for the customer - there is the customer balance report which seem to be accurate - but there is also the balance shown on the customer which seems sometime buggy, and also as filtering on grid does not work well for fields that are in database foreign keys ( such as filter invoices by customer name )

See screenshots below - whilst some values are similar - we can see very different amount in account receivable depending on the view:

Also, it would be good to the same for invoice (I will open a separate ticket for the invoices) - but its very complex to understand the balance of invoices [ but there can be in additional to normal payments, some part payments via credit notes, some parts converted to bad debt, and even manual journals?, without visibility on how the invoice is "paid" it is difficult to get clear that the invoice looks correct. ]

Finally on a per customer basis it would be pleasant to see a graph with an history of the balance of the account of the customer (same for bank accounts). I understand that graphical features can be delivered next. But features contributing to confidence in numbers displayed are I think essential.

[linear[bot]]

BIG-179 Add the ability to see customer transactions directly when clicking on customer tab

[abouolia]

Great points, couple notes here I want to summerize them to convert them to tasks later.

• Adding view to show all the transactions when click on any particular customer with ability to filter out any type of transactions such as invoices. (that will shows the history of the customer with closing and total balance). https://github.com/bigcapitalhq/bigcapital/issues/467
• The customer balance in customers table sometimes buggy doesn't match the Customer Balance Summary report (which is accurate).