Filters

All/Selected Card
Identifiers
Source Journal
Dated From/To
From ID - To
Separate Pages

Sort By

Card (Alphabetical), then by ID#

Subtotals / Totals

For Debit and Credit
Subtotal by Card

Optional Fields

additional fields that can appear in this report by selecting them in the Report Design window

Balance
Amount Paid
Address 1 Contact
Address 1 Phone#1
Address 1 Fax
Terms
Credit Limit
Their Inv/P.O.#
Salesperson
Due Date
Promised Date
Address 1
Custom List #1, #2, #3
Custom Field #1, #2, #3
Address 2, 3, 4, 5
Address 2, 3, 4, 5 Contact

Drill Down to Source window

roll the cursor arrow over the field[s] identified here and the arrow changes to a magnifying glass; click while the magnifying glass is displayed to open the source window

Click: Name, Card Subtotals
Opens: Card view of Find Transactions window

Click: ID#, Date, Memo, Account, Debit, Credit
Opens: Transaction source window; dependent on the SRC Journal type:

GJ - General Journal Entry window
CD - Spend Money, Pay Employees or Pay Vendor window
CR - Prepare Bank Deposit or Receive Payments window
SJ - Sales window
PJ - Purchases window
IJ - Inventory Adjustment or Inventory Transfer windows