Hi,
Is there any report that shows the customers in customer reference number order, or one that shows the reference number on a report at all ?
We’d like to departmentalise our customer ledger, but we don’t really want to put a header in front of the client name, as that would show on the Customer Invoice.
So, being able to list our aged debt report and see a departmental ref on the list would really help!
Thanks
Anna
Hi @Anna
There isn’t a way to change the default ordering, but you can order the client list by the customer reference.
Apart from the debtors aging report, is there anywhere else seeing the client reference would be useful? I can certainly put it to our development team to see if they can add this in?
Hi,
It doesn’t necessarily need to able to list in that order, as exporting and then sorting in excel solves the issue, it just would be good if it was there.
It would mean for those people who have different trading styles that use the power user subscription, they could also use the reference to help them look at the specific debtors for each trade, without changing the customer name. In my example, my client is moving in to a different market, so i would just prefix the customer reference with say a 3 letter code that represented the market sector.
You might find it popular with switchers as sage worked completely on references !!
I cant think of anywhere else you’d need it though- i can see you can turn it on or off on the invoice details - i guess its just an extra tool for analysis purposes.
Thanks
Anna
I’ve asked if this can be added to the export of the aged reports, so you can then filter/order as needed in Excel.
I hope this is all OK for you. I’ll let you know when our team adds this on.
That would be fabulous! Thanks
Hi @Anna,
The client reference is now included as part of the ageing report export. Hopefully that will help with the sorting and grouping.
Thank You!!!
This topic was automatically closed after 7 days. New replies are no longer allowed.