Contracts by Customer Type

Overview
 

This report will break out the total amounts for contracts sorted by customer type. 


Topics included in this article
 

• Contracts by Customer Type
• Report Fields

Here's how to get there:
Expert: Program Menu > Accounting Reports > Accounting Reports Menu > Contracts by Customer Type
Elite: Right Menu > Contracts by Customer Type


Contracts by Customer Type
 

1. Click Generate and the report will be displayed on the screen.

The report will look like the following report:



Report Fields

Beginning Date - Select the beginning date for the report.
 

Ending Date - Select the ending date for the report.

Group - Select an option from the dropdown to show additional information based on different groups like: Store, Month,  Tax Jurisdiction, and more.
 

Accounting Method - Select either Accrual Accounting or Cash Accounting basis for the report.  Your normal accounting method will be the default.
 

Format - Check Print Details to see each contract. Check Print Summary to see only the totals by Tax Jurisdiction.
 

Printer - Select the printer for the report.

Related articles

Accounting Reports Menu
Customers by Type
Yearly Category Totals