Receivables report showing job numbers

Question

Hello all,&nbsp;I am trying to work out how to print one report to assist with chasing overdue customers.&nbsp;I currently print out the Receivables Reconcillation (detail) report which displays Inv#, Date, Total due, and the months from just invoiced to 90 days+&nbsp;How can I display or add a column to show what job number each invoice refers to?&nbsp;So far I have had to manually check every invoice which is ridicously time consuming.&nbsp;Your assistance will be much appreciated.Cheers,Sharee

steven_m · Answer

Hi&nbsp;SSchultz&nbsp;
&nbsp;
When you add a job to a transaction you are adding it to that transaction line on the transaction. The transactional lines on that transaction make up that whole transaction amount
&nbsp;
In terms of reporting, there are effectively two types of reports on transactions - ones that report on the whole transaction and ones that report on the transaction line. A report like the&nbsp;Receivable Reconciliation report is designed to look at the whole transaction amount therefore you are not able to add jobs to that particular report. You would be looking at the Job Activity [Detial] report or the Sales (Customer Detail) report which is designed to look at the individual transactional lines and therefore allows job values to be added.

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Receivables report showing job numbers

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