I am trying to run the Payments Journal report that includes the Customer Information for roll-forward details, but do not see the option to add the customer detail.
Is there a master invoice report that has all types of voucher names with customer details so I can cross reference for gross collections, credits taken, debit memos, and other entries at a customer level without having to run reports customer by customer or journal entry by journal entry?
Seems like it should be easier, but I am not experienced in AX, so hoping there are some experts to help get the Customer ID with the Voucher Number/ID.
Hi,
There are several reports available for this purpose. One option is Customer transactions, which shows all customer transactions when you refresh the browser while you on Customer transactions form so you can export data to Excel to better analyze . Another useful report is Customer to ledger reconciliation in Accounts Receivable.
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