Job Transaction (Accrual) Report
I have create a Job transaction (Accrual) Report which I have modified to show the following columns - ID No, Date, Customer Name, Account No, Debit, Credit. I also need the job number but when I go ...
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Hi IPCQTam,
Thanks for the response.
You might want to look at Sales (Customer Detail) Report, this report displays the invoice line items, including quantity sold, for all sales to the selected customers within the period range. You may modify the columns and the job number is also included on the option from show/hide tab. You may refer to the sample screenshot I have provided below. Please note that important details are hidden in this sample.
You may also have a look at this help article, sales reports that will give you all detailed information and available reports options.
If you need further help, don't hesitate to start a new post and we'll be happy to assist.
Otherwise, if my response has answered your enquiry, please click "Accept as Solution" to assist other users find this information.
Cheers,
Shella
Thanks again Shella but this report doesnt provide the account information I need, instead it has that weird item/account/activity column which is not useful. I looks like they dont have the report i need and i will have to maniplate it the data in excel.
Hi IPCQTam,
Thanks for the response.
We're sorry for the late reply to your post, as we are looking for an accurate report that could give you that information. As per further checking, what we have right now is all reports displayed on the software. We apologized for any inconvenience if we couldn’t give you the exact information. We recommend exploring the help article which we previously provided for account reports that has all the detailed information about the reports available on AccountRight.
If you need further help, don't hesitate to start a new post and we'll be happy to assist.
Regards,
Earl
