Receivables report showing job numbers
Hello all, I am trying to work out how to print one report to assist with chasing overdue customers. I currently print out the Receivables Reconcillation (detail) report which displays Inv#, ...
Forum Discussion
Hi SSchultz
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
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 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.
