Creating a Customized Accounting Report

Re: Creating a Customized Accounting Report

From:

Date:

Time:

And where would I be getting this information from. The Config from the
export to accounting?

-----Original Message-----
From: Shawn Hogan [mailto:shawn@digitalpoint.com]
Sent: Wednesday, July 23, 2003 11:34 AM
To: Optigold ISP List
Subject: Re: [Optigold ISP] Creating a Customized Accounting Report

Vahndra Barnes wrote:

> I need to run a monthly report with these items:
>=20
> Customer name=20
>=20
> zip code=20
>=20
> each line item description and amount.
>=20
> invoice total.=20
>=20
> invoice date.=20
>=20
> Or can we apply accounting codes to each service and report by
customer,
> accounting code, total of each invoiced service code? How.
>=20
> The report would look something like this,
>=20
> zip code, customer name, service description or accounting code,
amount,
> invoice total, invoice date.
>=20
> 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

---------------------------------------------------
To subscribe, unsubscribe or to search list archive
please visit http://www.optigold.com/lists/isp.html
---------------------------------------------------

---------------------------------------------------
To subscribe, unsubscribe or to search list archive
please visit http://www.optigold.com/lists/isp.html
---------------------------------------------------

Sales:
888/4-DPOINT

Support:
858/452-3696