Can't see Linked Customer in a Custom GL Report

[PythaPartners]

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 customer

- And the Ref number

I use this information to tally commissions for my sales team.

I have tried to create a custom GL report, but the Linked Customer field is empty. Customers are definitely included in the invoice.

1. How can I get the 'Linked Customer' field to show?

2. If that's too tricky, how else might I run the required information in a way I can get it in to excel?

Screenshot attached.

Thank you in advance.

VIkki

[Steven_M]

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.