PythaPartners
3 years agoContributing Cover User
Can't see Linked Customer in a Custom GL Report
I am trying to create a custom report, to replicate the information I used to be able to copy out of my P&L report. I need to see:
- Cash receipts
- Per chosen GL income accounts
- With the customer
- And the Ref number
I use this information to tally commissions for my sales team.
I have tried to create a custom GL report, but the Linked Customer field is empty. Customers are definitely included in the invoice.
1. How can I get the 'Linked Customer' field to show?
2. If that's too tricky, how else might I run the required information in a way I can get it in to excel?
Screenshot attached.
Thank you in advance.
VIkki