Run Customer Reports
Run customer reports to view, print, or save information about customer invoices, cash receipts, and other customer information.
Available customer reports are listed below. In addition to these reports, you can create and run your own user-defined reports in the Customers module.
| Report | Description | When Run (Typically) |
|---|---|---|
| Open Customer Invoices by Customer screen | Shows all open customer invoices sorted by customer. | Periodically |
| Open Customer Invoices by Project screen | Shows all open customer invoices sorted by project. | Periodically |
| Open Customer Invoices by Division screen | Shows all open customer invoices sorted by division. | Periodically |
| Customer Invoice Aging by Customer screen | Shows all open customer invoices aged and totaled based on the invoice date or the invoice due date and sorted by customer. | Periodically |
| Customer Invoice Aging by Customer - Summary screen | Shows a summary of all open customer invoices aged and totaled based on the invoice date or the invoice due date and sorted by customer. | Periodically |
| Customer Invoice Aging by Project screen | Shows all open customer invoices aged and totaled based on the invoice date or the invoice due date and sorted by project. | Periodically |
| Customer Invoice Aging by Invoice Age screen | Shows all open customer invoices aged and totaled based on the invoice date or the invoice due date and sorted by invoice age. | Periodically |
| Customer Account Summary screen | Shows balances for invoices, credits, net, and retainage by customer as of a specified month. | Periodically |
| Customer GL Distribution History screen | Shows general ledger entries by customer transaction. | Periodically |
| Profit Center Billing GL Distribution History screen | Shows general ledger entries by profit center transaction. | Periodically |
| Customer Invoice History screen | Shows customer invoice history for a selected range of dates. | Periodically |
| Cash Receipt History screen | Shows cash receipt history for a selected range of dates. | Periodically |
| View Customer Transactions screen | Shows customer transactions for a selected range of dates in a grid format. | Periodically |
| Customer Transactions screen | Shows customer transaction history. | Periodically |
| Project Billing Transactions screen | Shows invoice and payment transactions for a selected range of dates. | Periodically |
| Customer Statements screen | Shows outstanding balances due for customers. | Periodically to provide a statement to customers of their balance due |
| View Customer Document Logs screen | Lists documents by company and customer in a customizable grid. | As needed |
| Customers User-Defined Reports screen | Create your own customized customer reports. | As needed |
| Posting Journals | ||
| Customer Invoice Posting Journal screen | Shows customer invoice posting groups containing invoices that are ready to be posted. | Before posting customer invoices |
| Adjusted Customer Invoice Posting Journal screen | Shows customer invoice adjustment posting groups containing invoices that are ready to be posted. | Before posting adjusted customer invoices |
| Customer Finance Charge Posting Journal screen | Shows customer finance charge posting groups containing finance charges that are ready to be posted. | Before posting customer finance charges |
| Cash Receipts Posting Journal screen | Shows cash receipts posting groups containing customer and miscellaneous receipts that are ready to be posted. | Before posting customer payments |
| Voided Cash Receipts Posting Journal screen | Shows voided cash receipts posting groups containing entries that are ready to be posted. | Before posting voided cash receipts |
| Journal History | ||
| Customer Invoice Journal History screen | Shows entries that were posted in customer invoice posting groups. | After posting customer invoices |
| Adjusted Customer Invoice Journal History screen | Shows entries that were posted in customer adjusted invoice posting groups. | After posting customer invoices |
| Customer Finance Charge Journal History screen | Shows entries that were posted in customer finance charge posting groups. | After posting customer finance charges |
| Cash Receipts Journal History screen | Shows entries that were posted in cash receipts posting groups. | After posting customer payments |
| Voided Cash Receipts Journal History screen | Shows entries that were posted in voided cash receipts posting groups. | After posting voided cash receipts |
| Setup | ||
| View Customer Setups screen | Lists current settings on customer setup screens in a customizable grid. | As needed |
