Reports and Accounting
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Hello,We have been creating a master customer and then for each job we do for the customer we create a sub under the master. We are setting up a CRM program and need to create an excel report of all customers to upload to CRM. In creating the list it is very long with the master customer and all the sub customer listed. My question is, is there a way to create a customer data list to import to the CRM where only the master customer shows and merge all the sub customers under the one master customer entry?Thanks
We got gross status 3/4 through the last accounting year so this year it should be showing zero.
HelloI want to run a report as part of my year end process, that shows outstanding detail and total for each of my suppliers, as at 30-Jun. All the reports I have tried, despite putting in end date of 30-Jun, don't include any bills which have since been paid. On Sage that I used to use, you were able to tick a box "include/exclude later payments". Is there some way of running a report which shows what was actually outstanding on 30-Jun? Thanks. Paula
