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Community Manager
posted May 21, 2018 1:36:46 PM

France - Which reports utilize the custom fields from invoices?

The following reports have the option of adding custom fields:

  • Transaction List by Date
  • Customer Balance Detail
  • Collections Report
  • Transaction List by Customer
  • Sales by Customer Detail/Product Service/ Location/ Class Detail
  • Taxable Sales Detail
  • Customer Balance Detail
  • AR Aging Detail - Estimates by Customer
  • Invoice List
  • Recent/Edited Transactions
  • Recent/Automatic Transactions

Adding the custom fields as columns:

  1. Pull up the report you'd like to view, and then click Customize.
  2. Go to the Rows/Columns section, and then click the Change Columns button.
  3. At this point you can add or remove any columns you'd like.

 

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