Customer report with credit terms - No excel option
I have read previous articles which mention to use the Card Detail report to show what customers have what credit terms with us. Those articles state that this report can be exported to excel. As soon as I choose the Card detail report, it limits my option to export to xps or pdf format only. I can not choose excel. If I go to the File menu, the Import/Export Menu is greyed out. Would this mean my login access has been restricted?208Views0likes1Comment
Customer Reports - Error Generating "The dots don't join up right now" HELP!
ARGH! I seem unable to generate any customer specific reports e.g. Customer Invoice Report. Trying to generate for the YE 2023 - so not going back to when I first migrated from the "old" MYOB to the cloud! Not happy as this is a report I want to be able to generate for each of our key customers at year end Has anyone else experienced?Solved851Views0likes9Comments
Sales report that includes item name and customer
Hi, I'm wanting to get a report (Sales type) for a date range that shows columns for the; Customer Card ID number Customer Name Invoice Date Quantity Item/Acct/Activity Amount Which report in AccountRight will provide this please? All reports I've run including the 'Sales [Item Detail]' and Sales [Customer Detail] reports do not have seperate columns the Customer Card ID andItem Number. Regards CodySolved1.2KViews1like1Comment