Hello,
Looking to create report similar to the Vendor transaction summary, However i need for Customers.With Invoice dates, paid dates & Amount.
Answer
Customer Tranaction summary
Best answer by Laura03
Hello
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?
Laura
+19Hello
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 Barber, WM Synergy
I’m just waiting for a response to my last request. Above “Looking for something more like this. With Ck Number and date received.
+19Hello
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?
Laura
~ Laura Barber, WM Synergy
Hey
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*.
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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