The Account Activity report can be used get a quick snapshot of what a single customer has done over a given period. This report is great for trouble shooting account issues or deciding if a customer has done enough business with you to warrant a discount or better pricing.
The account activity report lists all financial transactions by a customer or a project for a specified date range. Invoices, credit memos, debit memos, cash receipts and NSF check entries are shown in chronological order and only transactions that fall within the date range are printed. A beginning balance and ending balance are also shown for the customer for that chosen time period.
Report Parameters include:
- Project – You may choose to see all transactions for a project only
- Starting and Ending Customers – You may chose a specific customer or build a list with the list builder function
- Starting and Ending Date – You may type in a report date or choose a quick date range from the pull down menu.
- Show Invoices Notes – Checking this box will include invoice notes on the report.
Example of Account Activity report
