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April 22, 2024
Question

I need to be able to sort accounts receivable report by class AND location, not just location. Why isn't this an option?

  • April 22, 2024
  • 1 reply
  • 0 views
When pulling either an A/R or A/P report, I am not given the option to customize the report by Class.  I need to separate the report by location and by class at the same time.

1 reply

April 22, 2024

Hello there, snoble.

 

You'll want to run the Profit and Loss by Location report, and then customize it to display the A/R or A/P by class and location. Here's how:

 

  1. Go to the Reports menu.
  2. Enter Profit and Loss by Location in the Search field.
  3. Click the Customize option, then hit the Filter button.
  4. In the Distribution account, choose A/R or A/P.
  5. Check the Location and the Class boxes.
  6. Select Run report

 

Please see the picture below for visual reference:

 

 

You can also memorize a report to save it with its current customization settings.

 

I'm always available to provide information if you have further questions about running reports. Hit the Reply button below. Keep safe.

snobleAuthor
April 24, 2024

This just gave me a blank report.