Customer transaction report - TOTALS

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  • Updated 4 months ago
I can general a report with all my customer transactions - but it doesn't total it at the end!!
Reckon One already generates "Top 10 customers" - but the customer in question that I'm trying to get the details for isn't in that top 10 list, and so it seems  I have no choice but to sit down with a calculator and add them up?! Should be an easy fix - simply a bold number at the bottom of each customer "section" would solve this issue! 
Please help!!
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Kerri

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Posted 4 months ago

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Aaron Rennie

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Hi Kerri,

If you go to 'day to day' and under the 'business' heading select 'customer statements'.  From there you select the customer you are referring to and it will bring up all the open items as at that date (there is a total showing at the bottom of the page).

Hope this helps!  Em :-) 
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Kerri

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There's nothing outstanding though, so no, this doesn't solve my dilemma.
Thanks though
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Aaron Rennie

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Oh, I see what you are referring to now - sorry!  No, I haven't come across a report that does this.  There are transaction reports but nothing with a total that I have come across.  Hopefully they will amend this as it should be an easy fix.