Top Customer
Suggested improvements to Receivable Invoice Detail - Top Customers report.
The definition of this report is attached. It provides a list of sales invoices and credit notes by contact.
There are two issues with this report:
1) If a customer has an overpayment on their account, the report incorrectly treats this cash payment as a sales credit note and reduces the customer's sales figure by the overpayment. Please can this report be corrected to only include sales invoices and sales credit notes? Thank you.
2) The report helpfully generates a bar chart of the Top Ten customers. This graph would be really useful but unfortunately the chart will only run on gross sales figures which include VAT. We would like to show the Top Ten customers without VAT to agree to the sales figure in the accounts. When the Net column is added to the report, the chart is unable to run on net sales values and gives the error message: "Chart can't be displayed for the current report settings". Is it possible to resolve this? Thank you.
Maeve Stuart
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