Normally there is a certain
Cash Receipt Report
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Author Topic: Cash Receipt Report  (Read 982 times)
Madkison59
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« on: January 04, 2007, 10:43:57 PM »

Stan,

I was looking for a report that would show all my cash receipts for the year but the closest one I can find is the campaign sales report. which shows what I billed, not what I collected.    I know I can print the oustanding balance report and deduct those amounts from my total sales, along with all of my personal purchases but wondered if there was a report in the making for our receipts so we don't have to do that at year end to get our income.   I report on a cash basis on my tax returns.
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admin
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« Reply #1 on: January 05, 2007, 02:24:49 PM »

When I stop and think about it I am suprised no one has asked before.  You can't be the only Rep working on Cash basis. 
Should be fairly simple (just a list of Payments, in a given date range).  Could probably have one added for next version.

Cheers,
Stan
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meehanmama
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« Reply #2 on: January 08, 2007, 11:48:07 AM »

LOVE IT!

That would be an excellent addition!
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Madkison59
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« Reply #3 on: January 25, 2007, 09:16:34 PM »

Okay...I just tried the Payments Received report.   I like the format so far..except I was hoping it could give a total at the end so that I don't have to add up every item.     Would that be hard to do?
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admin
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« Reply #4 on: January 26, 2007, 12:34:45 AM »

I just checked (you had me worried for a minute) and it does have a Total on last page.  Am I missing something??

Cheers,
Stan
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Kelly M
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« Reply #5 on: February 03, 2007, 11:43:38 AM »

Hi, Stan. I like the Payments Received Reports. I would like to make one request, though. Along with the option of getting payment info for a specific date range, could you also have a choice to have payment information for a specific campaign? So, instead of saying I'd like payment info from 1/1/2007 - 2/1/2007, I'd also like an option to get payment information for a particular campaign like campaign 1 or campaign 2. I hope I'm explaining myself correctly. This would help me out during tax time as well.

Thanks... Smiley
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