Question

Customer Tranaction summary

  • 23 April 2024
  • 6 replies
  • 33 views
G
Rank
Userlevel 2

Hello,

Looking to create report similar to the Vendor transaction summary, However i need for Customers.With Invoice dates, paid dates & Amount.

6 replies

Laura02
Rank
Badge +18

Hello @gracef ,

I am not familiar with “Vendor Transaction Summary” - Is this a custom screen/report? A screenshot may help us find something similar in AR.

If you are looking for an AR report that shows recent invoices with payment details, try AR Balance by Customer report, Open + Current Period format, including Applications.

Laura

Laura ~ Klear Systems, Inc. Irvine, CA. ~ Please remember to "Mark Best Answer" to help those who are facing the same problem.~
G
Rank
Userlevel 2

Thank you.. Im looking for something more like this. With Ck Number and date recieved.

1 Attachment
G
Rank
Userlevel 2

 I’m just waiting for a response to my last request. Above “Looking  for something more like this. With Ck Number and date received.

1 Attachment
Laura02
Rank
Badge +18

Hello @gracef  ,

Found it!   Vendor Transaction History is a standard report that I found in U100 demo company (Construction demo/training tenant provided by Acumatica).

The same U100 demo tenant also has a report called Customer Transaction History.  Does your system offer Customer Transaction History report?

@Chris Hackett -- Working on it! 😉

 

Laura

Laura ~ Klear Systems, Inc. Irvine, CA. ~ Please remember to "Mark Best Answer" to help those who are facing the same problem.~
Chris Hackett
Rank
Userlevel 7
Badge

Hey @Laura02 - Sorry, my previous reply (now deleted) was an accidental tab mix-up on my part😮

Chris ~ Let us know how we're doing: https://forms.office.com/r/xmJUdZ1QE5 - A member helped you, please *Like* their post. A member provided an answer to your question, please mark it as *Best Answer*.
G
Rank
Userlevel 2

Thank you Chris for clarifying.

Laura Great Thank you.  I will dig deeper and check with my Team on the customer Transaction History...

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