to select the customer to be included on the report. One or more customer names may be selected. If the field is empty, all customers will be considered for inclusion on the report.Customer List displays information entered for companies and people in Customer under Financials | Receivables.
Internal Company – The company from which the data is being reported.
Customer Name – Click Lookup to select the customer to be included on the report. One or more customer names may be selected. If the field is empty, all customers will be considered for inclusion on the report.
Customer Class – Select the customer class which represents the group of customers to be included on the report.
Customer Status – Select the status which represents which group of customers to include on the report. Options include Active and Inactive.
Customer Risk Code – Select the user-defined risk(s) to report on.
Summary or Detail – Select Summary to have the transactions summarized by Project ID. Select Detail to display individual transactions. This option defaults to Detail.
Print Notes – Select this check box to have Notes included on the report. Notes are entered in Customer under Financials | Receivables when the Notes icon is selected on the toolbar.