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Re: Creating a Customized Accounting Report

From: Shawn Hogan
Date: Wednesday, July 23, 2003
Time: 12:34:58 pm

Vahndra Barnes wrote:

> I need to run a monthly report with these items:
>
> Customer name
>
> zip code
>
> each line item description and amount.
>
> invoice total.
>
> invoice date.
>
> Or can we apply accounting codes to each service and report by customer,
> accounting code, total of each invoiced service code? How.
>
> The report would look something like this,
>
> zip code, customer name, service description or accounting code, amount,
> invoice total, invoice date.
>
> Can you assist in what items I would select to produce such a report?

You would need to base it on line item data... and the fields you would need
(I believe) are:

Customer::First Name
Customer::Last Name
Customer::Zip Code
Product ID
Description
Unit Price
Invoice::dInvoice Total
Invoice::Invoice Date
Products::Accounting Code

- Shawn

----------------------------------
Shawn D. Hogan
President, Digital Point Solutions
http://www.digitalpoint.com
(858) 452-3696


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