Question asked by Stephen Cameron 6 years ago
To work out the commission for my salesman I need to see all the paid history of a selective few accounts (with and without vat)
(I only pay the salesman his commission when I have been paid)
Is there a way of viewing this history?
Good Morning Stephen,
I believe exporting the Sales line items report would help facilitate the tracking of customer tracking. This can be accessed by heading to tools > export > export, define the date and select the data type from the drop-down menu.
This will export as a CSV file which can be viewed and manipulated in most spreadsheeting software.
Best answerHi Stephen - the closest I can see is the "Payment by customer" report.
Unfortunately, this is yet another report that CB has yet to allow as a CSV download, so, if you wanted to manipulate it and manually calculate the net of VAT total, you'll have to select the data and copy & paste to a spreadsheet (like we used to do 20 years ago).
Thanks Paul
Being a printer, the vat on the goods varies considerably so this wont be fun!
Do you know if there is a way of exporting the entire paid history of all clients so that I can then apply a filer to view only a specific customer?
Good Morning Stephen,
I believe exporting the Sales line items report would help facilitate the tracking of customer tracking. This can be accessed by heading to tools > export > export, define the date and select the data type from the drop-down menu.
This will export as a CSV file which can be viewed and manipulated in most spreadsheeting software.
Best answerHi Stephen - how about the Transactions report for the Trade debtors account? You can specify an entity (customer) AND download as a CSV, then ignore the non cash items.
Thanks Theolonious and Paul.
The Trade Debtors doesnt' seem to show the vat element Paul?
But the Export from the Sales does - and I can filter that one particular client easily so that works just fine.
Thanks for all your help, both of you, much appreciated.
:-)
Thanks Theo - forgot that one!
You must 