In a Customer Inquiry you can view an individual customers Balance information for a single Customer under Financial History. This Inquiry, Customer Balance Inquiry –All can be used to see a snapshot of all of your Customers or any range in one grid. This report will show you values for the current month, year to date, last year through current month and last year – year to date figures.
The report can be found in the menu path below:
Accounts Receivable System
Accounts Receivable Reports
Customer Activity Reports
Customer Balance Inquiry – ALL
This can be run for a single customer or range of Customer(s) and is sequenced by either Customer code or name.
Some of the values included in this report for comparison are Net sales, Credits, Cost, Profit and Payments. In this example the report was run in 08/20 so the values shown are 08/20(current month), 08/19 (this month last year), year to date (YTD), and last year’s year to date (’19 YTD).
Here is a full list of columns available for this report:
