Top Customers Report - Ability to show chart in Net figures
To be able to run Top Customers report showing the net figures and not just gross.
Vicky Murrell
shared this idea
Aaah thanks for the clarification, Vicky and Alex. You could use the Management report to add the Top Customers report. Appreciate that the chart itself displays for Gross figures right now. We'll continue gathering interest for this here.
In regards to the sort order of the report - By default contacts will be sorted by the Gross column, however you can add a Net column and re-sort by clicking on any column header. 🙂
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Jennifer Davies
commented
Please can you look at why the report is including receipts posted as Overpayments eg if a customer has paid before the sales invoice was raised? This also makes the Net report NOT agree to turnover.
Thanks. -
Vicky Murrell
commented
Hi,
This is really useful for clients showing net, when the figures are gross it does not agree back to the turnover figure. If a business is VAT registered they would want to see net not gross.
Receivable or Payable invoice detail report is in alphabetical order and therefore is not very user friendly / a good visual for a client to see as it is not putting the customers in order. The Top Customers chart is a great visual for clients, but just needs to be net. -
Alex Graham
commented
Adding the current report into a management pack means that the turnover in the profit and loss account report shows the NET turnover and then adding the Top Customer report into the pack shows the figures GROSS. The top customers reports doesn't link back to the profit and loss account report due to showing the gross figures. If a company is VAT registered surely knowing the NET sales per customer is the relevant information rather than GROSS.
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Nina Kidman
commented
This could be misleading to clients