Full history of all transactions

Question asked by David Whiteley 10 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.

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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
10 years ago

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