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PythaPartners's avatar
PythaPartners
Contributing Cover User
3 years ago
Solved

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 custo...
  • Steven_M's avatar
    Steven_M
    3 years ago

    Hi PythaPartners 

     

    The Linked Customer field on the General ledger report would be if you are using a Job associated with the transaction line and the customer is added to that job. 

    In saying that, I think the Name field from the list of columns is what you are after to be added to that report. This showcases the name associated with the card. Using this Name field would also make the record show for spend money and purchase payments (not just invoice payments) if you want to go that reporting for the other side as well.

Steven_M's avatar
Steven_M
Former Staff
3 years ago

Hi PythaPartners 

 

The Linked Customer field on the General ledger report would be if you are using a Job associated with the transaction line and the customer is added to that job. 

In saying that, I think the Name field from the list of columns is what you are after to be added to that report. This showcases the name associated with the card. Using this Name field would also make the record show for spend money and purchase payments (not just invoice payments) if you want to go that reporting for the other side as well.

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