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?
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