Hi goldcoastmrc,
Thanks for reaching out,
I understand we are trying to find a list of transactions for each contact in the file. For customer transactions, you can run the report Customer sales report and for supplier transactions, you can run the Supplier purchases report. These reports could be filtered by customers/suppliers for specific date ranges.
Here are the help articles Sales reports and Purchases reports for more information about different sales and purchase reports.
Let me know if you require any further assistance with this. I'm happy to help.
Cheers,
Genreve
Hi Genreve,
Why does the the Supplier Transactions report not list any transactions for a specific supplier but the Purchase register report does?
Hi LeanneMc,
Thanks for your question and I'm sorry to hear about your difficulties with report data.
The report information shown would depend largely on how the report is set/generated. Unfortunately, I would need to see these report screens for me to understand them better. May I get a screenshot of the report screen for both reports?
We look forward to your response.
Thanks,
Genreve
Hi Genreve,
Today I generated the report 'Supplier transactions' and found that when I set the date range for 01 July 2022 to 01 Nov 2023, I have a result.
When I expand that date range to start from 01 July 2020 to 01 Nov 2023, I did not get a result. Why is that?
