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Reporting showing Sales by customer by month with GL account


jbuddecke71
Varsity I
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Is there a standard report or inquiry that will show Sales by customer by month by GL account?

Best answer by Kandy Beatty

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:

 

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Kandy Beatty
Captain II
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  • Captain II
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  • March 30, 2023

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:

 


jbuddecke71
Varsity I
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  • Varsity I
  • 30 replies
  • March 31, 2023

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.


Hello- did you ever create this report? I am looking for something similar.


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