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Microsoft Dynamics GP (Archived)

Cash Receipt Payment Type reporting/Analysis

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I would like to be able to report/analyze customers prefered/last payment methods. Inside the cash receipts window in GP there are three radio buttons (Cheque/Cash/Credit Card) in addition to a Credit Card ID however, i can find no reports inside GP in addition to Smartlist that will let me report on this. Does anyone have any ideas on how i might go about this?

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  • Victoria Yudin Profile Picture
    Victoria Yudin 22,766 on at
    Re: Cash Receipt Payment Type reporting/Analysis

    I can't think of any report in GP that would help with this...SmartList, maybe - under Receivables Transactions, you can restrict it to payments only and bring in a column for payment type.  Or, if you have access to SQL Server, you may be better off creating your own report.  This code I posted may help as a starting point: victoriayudin.com/.../sql-view-with-all-posted-receivables-transactions

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