Reporting showing Sales by customer by month with GL account

  • 30 March 2023
  • 2 replies

Userlevel 4

Is there a standard report or inquiry that will show Sales by customer by month by GL account?


Best answer by Kandy Beatty 30 March 2023, 20:24

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2 replies

Userlevel 7
Badge +16

HI @jbuddecke71 

There is nothing out of the box for Sales Orders. 

Have you looked at the AR Balance by GL Account? It will show invoices though. You could create a new report based off this one. 


Or the Sales Order Details by Customer, you would need to add the GL accounts to:


Userlevel 4

Thanks Kandy. I considered that one but I believe it only shows open items. I think the client wants a different format too. I will probably create something new.


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