I'm trying to get a report from sage that gives me a total balance for all my customers, and one with credits on the system, i also want it to include any amendments done??
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brucedenney
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- Joined: 28 Feb 2006, 09:56
- Sage Version: v28 UK/Europe/Africa
You are imprecise in your description:-
You want :-
1/ A balance for all your customers - The total at bottom of the aged debtors report will show you that.
If you dont want all the detail, edit the report and set the sections you don't want to not print and save it as a custom report.
2/ Credits on the system to include any amendments done.
Journal Credits? Customer Credit Notes, Supplier Credit Notes, Credits on Bank Accounts, Credits to Supplier or Customer Accounts?
What do you define an amendment as being, a journal for the wages, an invoice raised to write of a penny overpayment, a credit note, a discount?
You want :-
1/ A balance for all your customers - The total at bottom of the aged debtors report will show you that.
If you dont want all the detail, edit the report and set the sections you don't want to not print and save it as a custom report.
2/ Credits on the system to include any amendments done.
Journal Credits? Customer Credit Notes, Supplier Credit Notes, Credits on Bank Accounts, Credits to Supplier or Customer Accounts?
What do you define an amendment as being, a journal for the wages, an invoice raised to write of a penny overpayment, a credit note, a discount?
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