Reporting - Statement or transaction activity report showing all transaction types for a date range
Accounts receivable/ payable - please add report that reflects ALL (invoices, payments, journals, credit/debit notes, etc) transactions of a range of accounts (customer/supplier) for a specific period/year.
1
vote
Gerrie van der Walt
shared this idea
Thanks for sharing this idea. We understand the request for a detailed transaction report showing all activity for a specific contact, including invoices, payments, credit notes and journals.
This is already available using the Account Transactions report. You can filter the report by contact and include the Contact and Source columns to view the underlying transactions and their details.
As this functionality is already available, we’ve updated the status to Existing Functionality and closed the idea for voting.
