Join BKN

Join BKN
Join BKN
Sage One
The Book-keepers Forum -> Book-keeping Software -> Sage - Report to show when Client last invoiced?
Post Info TOPIC: Sage - Report to show when Client last invoiced?
Trojan1970


Veteran Member

Status: Offline
Posts: 46
Date: Tue Feb 7 13:21 2012
Sage - Report to show when Client last invoiced?
 

Hi - I have a Client with about 700 Customers who wants to know the last date each of them were invoiced (some Customers have been dormant for a few years). 

I have generated a Customer Invoice report, exported it to Excel and sorted it by Client Account Ref with a veiw to deleting all bar the most recent entry for each Client.  But this is a massive spreadsheet and I was hoping someone might be able to suggest a quicker way of extracting the info from Sage please! 

Thanks in advance.



__________________
Donna CBK


Senior Member

Status: Offline
Posts: 293
Date: Tue Feb 7 18:33 2012
 

Hi, have you tried opening more columns using right mouse click? customers - click on heading and you will find additional columns. You can then download the customer list to excel using file / office integration.


__________________

 

Donna - Complete Book-Keeping Ltd

Sage 50 One Day Workshop with follow up online Training - Opening May 2012 -

West Drayton (Near Heathrow)

www.completebookkeeping.co.uk
Sage Accredited Accountant Partner

Trojan1970


Veteran Member

Status: Offline
Posts: 46
Date: Wed Feb 8 15:58 2012
 

OH MY GOODNESS!!!! That is such a good tip, thank you , thank you, thank you!!!!!! I love it! And it has exactly the info I need on it! (However I spent an hour in Excel doing it manually yesterday!)

I love this forum!

Thanks Donna!

__________________
Donna CBK


Senior Member

Status: Offline
Posts: 293
Date: Wed Feb 8 16:35 2012
 

No problem, glad to be of help - such an easy answer too. You can right mouse click in quite a few areas - so handy - and download lots to excel via the file button.
good luck with playing.

__________________

 

Donna - Complete Book-Keeping Ltd

Sage 50 One Day Workshop with follow up online Training - Opening May 2012 -

West Drayton (Near Heathrow)

www.completebookkeeping.co.uk
Sage Accredited Accountant Partner
Spamkebab


Guru

Status: Offline
Posts: 620
Date: Sun Feb 12 06:35 2012
 

Ok i'm reading this with interest, where are we right clicking?

Thanks for any help

Neil

__________________

We get heavier as we get older because our heads are filled with more stuff!
Wella


Expert

Status: Offline
Posts: 1863
Date: Sun Feb 12 09:09 2012
 

Morning Neil

As it's Sunday, and the forum is usually quiet, I will answer for you.

It's the columns on the opening screen of the Customer module. If you right click on the column titles, you get a drop down list of additional information, you can view by "ticking" the relevany item (or conversely, remove itemsa)

Bill



__________________

 

 
Trojan1970


Veteran Member

Status: Offline
Posts: 46
Date: Sun Feb 12 09:09 2012
 

Hi Neil - I've not got sage open in front of me so forgive me if I'm a bit vague - In Customers with your view as the Customer List, right click on the headings of the columns (ie account ref, account name, Balance etc) then I got up a list of other columns that could be added to the view, and tick the ones you want. You may need to drag some of the columns to be narrower to get the benefit of the new columns (or just scroll right to see them). Hope you can decipher this!

Tori

__________________
Wella


Expert

Status: Offline
Posts: 1863
Date: Sun Feb 12 09:12 2012
 

Hi Tori

Looks like we posted at exactly the same time, and said more or less the same thing. Do we make a wish?

Bill



__________________

 

 
Trojan1970


Veteran Member

Status: Offline
Posts: 46
Date: Sun Feb 12 09:49 2012
 

Hi Bill - I wish I was as clever as Excel ........ when will it happen? Tori

__________________
Wella


Expert

Status: Offline
Posts: 1863
Date: Sun Feb 12 09:56 2012
 

Hi Tori

Well that's your wish sorted out  smile

Now for mine  censored.gif

Bill

  


__________________

 

 
Page 1 of 1  sorted by
 
Quick Reply

Please log in to post quick replies.
The Book-keepers Forum -> Book-keeping Software -> Sage - Report to show when Client last invoiced?
Post to Facebook Tweet this page Post to Digg Post to Del.icio.us
Members Login
Username 
 
Password 
    Remember Me  

BKN Special Offers

 

Resources

Careers & Qualifications  Start Up Essentials  Marketing Centre   Software Reviews
What is a book-keeper  Register as Self-Employed Networking  Software Blog
 Home Study Courses  Money Laundering Local Accountants  
 Qualifications/ Associations  Data Protection Direct Marketing  
 Franchises  Registering as an agent  Telemarketing  
 College / Night School  PI Insurance  Directories  
 Recruitment  Stationery  Google  
     Twitter  
     Volunteer Work  

 

 

 

 

  		 

  		   

 

Copy Right Bookcert Limited