How often do you want to view the customer’s yearly transactions records by monthly? In MAS 500 the transaction data can be viewed, but using different filter queries from different reports to get the exact monthly data.
We at Greytrix have developed a report called ‘Monthly Rolling AR Report’ where user will be able to view the entire customer transactions total at one place according to the fiscal periods. Please refer the below screenshot.
In the above screen there will be default selection criteria for the current fiscal year. User can change the fiscal year for which the data is to be displayed. The transaction records will be displayed month wise for the selected fiscal year. User also has the ability to view the data on the basis of selection criteria of customer, customer class and customer name.
When user prints the report along with the transaction data the Beginning balance and Ending balance for a particular month will be calculated and displayed. The report will display by monthly for all customers in the following format.
| CustID | CustName | January | February | March | April | May |
| Beg Balance | Beg Balance | Beg Balance | Beg Balance | Beg Balance | ||
| Invoices | Invoices | Invoices | Invoices | Invoices | ||
| Debit Memos | Debit Memos | Debit Memos | Debit Memos | Debit Memos | ||
| Credit Memos | Credit Memos | Credit Memos | Credit Memos | Credit Memos | ||
| Payments | Payments | Payments | Payments | Payments | ||
| Others | Others | Others | Others | Others |
Below is sample report. Please refer the below screenshot.
If you feel you could be benefited with such a report feel free to contact us at sage@greytrix.com.
About Us
Greytrix is a one stop solution provider for Sage ERP and Sage CRM needs. We provide complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third party add-on development and implementation expertise.
Greytrix has some unique solutions of Sage 100 integration with Sage CRM, and Salesforce.com along with Sage 100 Migration from Sage 50 US, Sage Intacct, QuickBooks, Sage Business Vision and Sage Business Works. We also offer best-in-class Sage 100 customization and development services to Sage business partners, end users, and Sage PSG worldwide.
For more details on Sage 100 Services, please contact us at sage@greytrix.com. We will be glad to assist you.