Table of Contents

Overview

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.

Detail

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A/R > Customer Reports > Account Activity

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/Ending Customers – You may chose a specific customer or build a list with the list builder function

• Starting/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

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