Customer and Supplier Account Summary
You have a contact transaction summary report which is very confusing showing the allocation of overpayments or credit notes. Just need a report to show the actual transactions that you can then drill down on so that you can see where they have been allocated. Also needs a running total. Would be useful to show just outstanding items or to be able to show all items from a particular date.
Suzanne Peck
shared this idea
Hi team, it's possible to get a view of what you're asking here with the Account Transactions report today.
You can customise the Account Transactions report to add both contact and related account. You can also filter by these fields.
There is also an option to show a running balance.
Alternatively you could look into the Receivable Invoice Details report and filter this for a single contact, and choose which 'source's you'd like to include when running the report.
I guess what would help in passing your feedback to the team here is understanding more detail of what you'll use this specific report for? What is it you're trying to use this for?