I am trying to work out customers with the highest spend by group in Accounts receivable for the previous year. A/R Customer transactions report is good but there doesn’t seem to be a function to just give me the total spend per customer number in summary. It gives you all their transactions for the entire year. Fine for one account but it is a huge report if it is 100 customers and you have to strip out the detail.


  • This idea was posted in June 2020