Cash Receipts - Annually

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(Redirected from Cashreceiptsannualreport)

General Information

Default Menu Locator: Reports >> Accounts Receivable >> Cash Receipts - Annually

Screen Name: Cashreceiptsannualreport

CashReceiptsAnnually.png

Function: Customer Cash Receipts- Annually generates a list of annual report for every customer.


Report Filter

Year: Choose the correct year you want the report to generate.

Order Type: Choose a report type from the menu -- Bid Order, Change Order, One Time Sales, Recurring Sales, Software License, Work Order, ALL.

Customer ID: Enter the specific Customer ID.

Priority: Choose an appropriate priority status from the menu.


Standard Report Fields (Header)

Year: Selected year for the report

  • 'YEAR - ' + gd_passdate
  • gc_ordtype
  • gc_orderstat
  • gc_customer

Standard Report Fields (Line Items)

Cust ID: The Customer identification number.

  • custno

Customer Name: The name of the Company in most cases.

  • Customer

YTD CashRec: Year To Date cash receipts.

  • YTD