Learn how to synchronize starting with Totals version 2.2
Please post in English only. Thank you!
Payments Report does not mention Client's name
  • kartikmittalkartikmittal
    Hi,

    Is there is no way to display Client's name in Payments Report?

    Regards
    Kartik Mittal
  • ayazayaz
    Hi Kartik,

    payment reports do not depend on one specific client. What you want is an account statement. Select client -> Payments tab -> Account Statement tab.

    Kind regards,
    Ferhat
  • kartikmittalkartikmittal
    Hi Ayaz,

    For instance I would like to take note of all the payments in the month of June. I am having more than 100 clients and clicking on an individual client to check if he/she made any payment in this month is tedious.

    Is there any workaround?
    Is it possible to display some specific column fields only in payments report?

    This is a very important feature which I believe should be there in Totals.

    Regards
    Kartik Mittal
  • ayazayaz
    Hi Kartik,

    I'm pretty sure that account statement is exactly what you are looking for.
    But if you want to go the "payments report" way, this can also be done with Totals. Please go to the layout designer, select the payment report layout, choose the "Show table" button at the top right corner, find the "Item Line" section. In this section you can add also client details. http://cl.ly/HiES

    Kind regards,
    Ferhat
  • kartikmittalkartikmittal
    @AYAZ Thanks a lot. You are always helpful.

    That was exactly I was looking for.

    Regards
    Kartik Mittal.
  • ayazayaz
    you are always welcome :)
Add a Comment

Howdy, Stranger!

It looks like you're new here. If you want to get involved, click one of these buttons!

Login with Facebook Sign In with Google Sign In with OpenID Sign In with Twitter
Sign In Apply for Membership

Categories

In this Discussion

Tagged