FormerMember

Sage Timeslips 2020 AR payment register

Posted By FormerMember

When i enter payments, i got into the Accounts Receivable and print the "show payments and receivables" report. We have several CPA's in our office so we created a custom field for "controller" so we know which client goes to which CPA. In the report next to the "client" column i would like to add "controller". Can someone please help. 

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    Controller is a Client Custom Field.

    While you may not be able to add it to a "canned" report that ships with the product.  You can SORT the report by Controller to group accounts for that Controller together.

    Nancy Duhon, Esq.
    Duhon Technology Solutions, LLC
    Master Certified Consultant for Sage Timeslips
    Providing individual Consultations and Third Party Remote Desktop Support - including older/unsupported versions.
    404-325-9779
    [email protected]

Reply
  • 0

    Controller is a Client Custom Field.

    While you may not be able to add it to a "canned" report that ships with the product.  You can SORT the report by Controller to group accounts for that Controller together.

    Nancy Duhon, Esq.
    Duhon Technology Solutions, LLC
    Master Certified Consultant for Sage Timeslips
    Providing individual Consultations and Third Party Remote Desktop Support - including older/unsupported versions.
    404-325-9779
    [email protected]

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