Full history of all transactions

Question asked by David Whiteley 11 years ago

How can I download a full history of all clients and suppliers? i.e., the usual contact details but also all of the transactions for each client and supplier. I need to get a full history of everything that has been done on our account with Clearbooks.

Write reply1

1 Reply

Hi David,

If you go to Reports > Financials > All you will see that there is the possibility to view all transactions by Customer or Supplier.

Also, in the Customer/Supplier Lists you will be able to view the totals owed/paid by each contact.

I hope this is helpful and what you were looking for.

Thanks

Chris

Best answer
11 years ago

Reply to this question

Attach images by dragging and dropping or upload
 

Your comments will be public and can be answered by anyone in the Clear Books community.

Find out what we do and who we are

Apps

Company

Social