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Reporting showing Sales by customer by month with GL account

  • 30 March 2023
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jbuddecke71
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Is there a standard report or inquiry that will show Sales by customer by month by GL account?

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Best answer by kandybeatty49 30 March 2023, 20:24

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Jeb Buddecke

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kandybeatty49
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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:

 

Kandy ~ If a member helped you, please *Like* their post. If a member provided an answer to your question, please mark it as *Best Answer*.
jbuddecke71
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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.

Jeb Buddecke

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