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meddyOC's avatar
5 years ago
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Aged Receivables Report with Salesperson

Hi,

 

I need to generate the Aged Receivables Reconciliation [Detail] Report with Salesperson as a column however there is no 'Salesperson' option to select under Available Columns in the Insert/Modify - Show/Hide area. 

 

I can see on other posts that Salesperson is an option to add as a column so I am unsure why we do not have this option in our file.

 

Thanks,

Michelle

  • Hi meddyOC

     

    Thank you for your post. You can add the Salesperson column into the Aged receivables Detail report but it's not available in the Receivables reconciliation detail report. Not all reports may have this column available, additionally the Customer Sales Summary and Detail report do have the Salesperson column available. 

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  • Hi meddyOC

     

    Thank you for your post. You can add the Salesperson column into the Aged receivables Detail report but it's not available in the Receivables reconciliation detail report. Not all reports may have this column available, additionally the Customer Sales Summary and Detail report do have the Salesperson column available.