AR Detailed Transaction Listing + Running Balance Report

Posted by Shaun on April 1, 2009, 5:26 pm

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Hi. Can anyone give me the report which provides the same level of detail as
what you can see onscreen on customer/properties/transactions?

Basically I have looking for a report setting out:
1. Customer, 2. Date, 3 Transaction type (sale/payment/adjustment), 4. Trx
Amount, 5. Running Total

Much appreciated.

Posted by Miles B on April 2, 2009, 3:02 pm

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Shaun:

Sounds like you're looking to create a customer Statement that you would
like the ability to view and/or print by individual customer, group of
customers or all customers. Am I on the right track?

Aloha,
Miles

---------------------------------------------------------

"Shaun" wrote:

> Hi. Can anyone give me the report which provides the same level of detail as

> what you can see onscreen on customer/properties/transactions?

> Basically I have looking for a report setting out:

> 1. Customer, 2. Date, 3 Transaction type (sale/payment/adjustment), 4. Trx

> Amount, 5. Running Total

> Much appreciated.

Posted by Shaun on April 2, 2009, 5:54 pm

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Hi Myles

It would be pretty much a detailed transaction listing as you would find in
a statement. It doesnt need to be a statement as we have Great Plains for
that, just a detailed listing of transactions with running balance.

"Miles B" wrote:

> Shaun:

> Sounds like you're looking to create a customer Statement that you would

> like the ability to view and/or print by individual customer, group of

> customers or all customers. Am I on the right track?

> Aloha,

> Miles

> ---------------------------------------------------------

> "Shaun" wrote:

> > Hi. Can anyone give me the report which provides the same level of detail as

> > what you can see onscreen on customer/properties/transactions?

> >

> > Basically I have looking for a report setting out:

> > 1. Customer, 2. Date, 3 Transaction type (sale/payment/adjustment), 4. Trx

> > Amount, 5. Running Total

> >

> > Much appreciated.