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Attaché Accounts: Customer Reports help and user guide

Updated over a month ago

Download Attaché Customer Reports Help (PDF) to read descriptions of the following customer reports.


Documents

  • Print Quotations

  • Print Picking Slips

  • Print Delivery Dockets

  • Print Invoices

  • Print Customer Goods Returned Notes

  • Print Credit Adjustment Notes

  • Print Customer Receipts

  • Mark Unprinted Documents as Printed


Transactions

  • Bank Deposit List

  • Outstanding Orders Report

  • Customer Sales Register

  • Customer Payment Report

  • Adjustment List

  • Tax Report

  • General Ledger Posting List

  • Delete General Ledger Posting File


Sales Reports

  • Sales Values By Customer — Date Based

  • Customer Sales Report — Period Based

  • Sales Values By Sales Representative

  • Sales Values By Cash Register Operator

  • Cash Register Department Report

  • Department Sales Report

  • Sales Analysis Detailed


Periodical

  • Customer Aged Trial Balance Detailed Report

  • Customer Aged Trial Balance Summary Report

  • Customer Ageing Detailed Report

  • Customer Ageing Summary Report

  • Customer Payments Due List

  • Customer Statements - Date Based (A4)

  • Customer Statements - Period Based (A4)

  • Customer Statements - Period Based (Txt)

  • Customer End of Period Control Report


Details / Labels

  • Customer Details Report

  • Customer Delivery Address List

  • Customer Permit Details List

  • Inactive Customer Report

  • Sales Rep Details Report

  • Department Details Report

  • General Ledger Set List

  • Prospect Details Report

  • Print Customer Labels

  • Customer User-Defined Fields List

  • Customer Bank Account Details


Notes

  • Print Customer Masterfile Notes

  • Print Sales Rep File Notes

  • Print Customer Delivery Address File Notes

  • Print Customer Standard Charges Notes (deprecated)


Special Pricing

  • Customer Price List

  • Customer Discount List


Quotations

  • Quotation Details Report

  • Quotation Profit Analysis Report


Transaction Templates

  • Kit Details Report

  • Pro Forma Details Report

  • Preferred Products Details Report

  • Standing Order Details Report

  • Recurring Customer Invoice Details Report


Currencies

  • Currency Report

  • Currency History Report


Old Reports

  • Customer Aged Trial Balance (old format)

  • Customer Sales Register (old format)

  • Customer Ageing Report (old format)

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