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Free Accounting Software Forum - See all transactions from one customer

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31/05/2013
Hi Glen,

Is there anyway to see all the transactions a customer has had. Or for that face all the transactions from a supplier.

I have a lot of repeat customers and it would be great to click on their customer link and see all the previous orders I have done for them. Also to see at a glance what orders I have made from a particular supplier and how much each was.

I am finding that this function would be very useful more and more these days. Do you think this is something you are working on in the future?

Regards
Stacey
17/08/2014
You can filter the receivable worksheet by customer. That will show you all the sales invoices to that customer. Although if you had purchased something or entered a cash received without a sales invoice it might not show up. In that case then filter the P&L and Balance Sheet for the customer and then click on the amounts to see the transactions details.
 

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