Use the Customer Activity Console to review the individual customers and their activity. This console includes Project user fields created in Entity User Fields under Administration | Setup.
You can hide and unhide columns to customize what you see in your view. You can group, sort, filter, and zoom in on what you are analyzing. You can export the displayed information to a spreadsheet for further analysis and planning.
See also Examples for Using the Customer Activity Console.
Adjustment Amount - The original amount of an adjustment document. Debit adjustments will display a positive value while credit adjustments will display negative amounts.
Aging Date - The aging date used the last time the document was aged from either the scheduled aging process or Aging under Financials | Receivables.
Aging Days Category - The aging category assigned to the document the last time the document was aged from either the scheduled aging process or Aging. Aging categories are defined in Receivables Policies under Financials | Setup.
Applied Amount - The amount applied. It only displays for Document Types = ‘Applied Payments’ and ‘Applied Adjustments’. If Document Type = ‘Invoices’, ‘Unapplied Payments’, or ‘Unapplied Adjustments’, this field is zero (0.00).
Applied Date - The calendar date on which the adjustment or payment was applied to a customer invoice document.
Apply to Doc Number - The reference number of the document the transaction offsets.
AR Balance Amount - The impact the transaction had on the customer’s balance. If the amount is positive, it increased the customer’s open balance. If the amount is negative, it decreased the customer’s open balance.
Check Number - Number assigned by the customer to the document - if the transaction represents a check.
Currency Code - The code assigned to the currency assigned to the receivables document.
Credit Status - Determines whether the customer can have a credit balance.
Customer Class - The customer class assigned to the customer associated with the document. Customer class is defined in Customer Classes under Financials | Setup and assigned in Customer under Financials | Receivables.
Customer ID - The unique identifier for the customer.
Customer Name - The customer's name.
Customer Risk - User-defined risks.
Customer Since - The date the company or person started as a customer.
Customer Status - The current status (Active/Inactive) of the customer associated with the receivables document.
Deposit Number - The document number assigned to a deposit.
Description - The document description.
Doc Date - The document date, void date, bank transaction date, or payment date.
Doc Number - The document number.
Document Date - The document date.
Document Type - The type of document. Options include Invoices, Finance Charges, Unapplied Payments, Applied Payments, Unapplied Adjustment, Applied Adjustments, Voided Applied Payment, and Voided Unapplied Payment.
Due Date - The date the document is due to be paid.
Fiscal Year - The fiscal year portion of the fiscal period associated with the document.
Invoice Amount - The original amount of a document, where the Document Type = ‘Invoices’. Values in this column will always be represented as a positive amount.
Invoice Balance - The current balance of a customer invoice.
Open Doc Balance - The amount of the document that is open. If Document Type = ‘Invoices’, or available to apply if Document Type = ‘Unapplied Payments’ or ‘Unapplied Adjustments’. If Document Type = ‘Applied Payments’ or ‘Applied Adjustments’, the Open Doc Balance will be zero (0.00).
Payment Amount - The amount of the payment where the Document Type = ‘Applied Payments’. If the Document Type = ‘Unapplied Payments’, the value in this column represents the amount remaining on the payment. If an ‘Unapplied Payments’ document is applied in full against a single invoice, the System will change the document type to ‘Applied Payments’ and the amount will stay the same. If the Payment is applied against multiple invoices, multiple ‘Applied Payments’ document type records will be created, each for the amount that payment applied against an invoice.
Payment Method - Identifies the type of payment document, such as Check.
Payment Reference - The Beyond journal number assigned to a payment document.
Period-Year - The fiscal period for the activity in fiscal period, fiscal year order.
Posted Date - Date the document was posted.
Project Contract Description - The description of the contract associated with the project.
Project Contract ID - The ID assigned to the contract associated with the project.
Project Description - The Description of the project entered on the Main tab of Project under Projects.
Project ID - The ID of the project entered on the Main tab of Project.
Session Reference - The Session Reference from the document.
Standard Reference - When looking at a journal entry that corresponds to a document, this is the Journal Reference found in Journal Entry under Financials | General Ledger.
Terms - The terms assigned to the customer.
Total Doc Amount - The total amount of the document when it was originally entered into the System and before it was applied to another document (if payment or adjustment) or applied from another document (invoice or adjustment). If a payment is applied against multiple invoices, the Total Doc Amount for all the Applied Payments and Unapplied Payments with the same Check Number would have the same Total Doc Amount, and each would have a different Payment Amount.
Trans. Currency Adjustment Amount - The original amount of an adjustment document in the currency of the transaction. Debit adjustments will display a positive value while credit adjustments will display negative amounts.
Trans. Currency Applied Amount - The amount applied in the currency of the transaction. It only displays for Document Types = ‘Applied Payments’ and ‘Applied Adjustments’. If Document Type = ‘Invoices’, ‘Unapplied Payments’, or ‘Unapplied Adjustments’, this field is zero (0.00).
Trans. Currency AR Balance Amount - The impact the transaction had on the customer’s balance in the currency of the transaction. If the amount is positive, it increased the customer’s open balance. If the amount is negative, it decreased the customer’s open balance.
Trans. Currency Code - The code assigned to the currency assigned to the document’s transaction currency.
Trans. Currency Exchange Rate - The exchange rate used to convert from the internal company’s base currency to the currency assigned to the document.
Trans. Currency Invoice Amount - The original amount of a document in the document’s transaction currency, where the Document Type = ‘Invoices’. Values in this column will always be represented as a positive amount.
Trans. Currency Name - The name of the currency assigned to the document’s transaction currency.
Trans Currency Payment Amount - The amount of the payment in the payment’s transaction currency. See Payment Amount above for additional information.
Type - The type of transaction.
Year-Period - The fiscal period for the activity in fiscal year, fiscal period order.
Q: Can I create new data in a console?Q: Can I create new data in a console?
A: No. The consoles are read-only.
A: Yes. Click any value in a console that is highlighted and underlined to drill into the screen where that value was created. After the original data entry screen appears, the data is displayed. In some cases, you can edit pieces of the data. When you save the original data entry screen, and then you return to the console, remember to click Execute 
to update the console data to reflect the recent changes.