Open topic with navigation
AR: Customer List Tab
Make the following menu selections to display this tab:
eFinancials—Reports—AR Reports—Customer List
Use this tab to print an accounts receivable customer
list.
Report Description
This report provides a list of customers, expense codes,
and addresses for a selected range of customer numbers. You can sort by
customer ID or name and display either the customer's main address or
mailing address. An optional selection parameter allows you to include
only those customers whose information has changed since a date you specify.
The source
of the information appearing on this report is the Customers
Tab Setup.
To Print the Report
- From the eFinancials
menu, select Reports—AR
Reports—Customer
List.
- From
the From
Customer # and Thru
Customer # fields, click
the Lookup icon
to display the
and select a customer number range for the report.
- From
the Changed
since field, enter a
date if you want to include only customers whose information has changed
since the specified date. Or, use the
icon to select a date.
- From the Type of Address drop-down list,
select an option: Main, Mailing.
- From the Sort by drop-down list, select a
sort order for the report: Customer ID,
Name.
- Select
one of the following report printing options:
- PDF
Format: Print the report in PDF format for use in a PDF viewer,
such as Acrobat.
- Create
Spreadsheet: Prints the report in an Excel spreadsheet.
- Click Print. If you selected Create Spreadsheet,
you are prompted to open or save the report Excel file. Otherwise, the
report opens in PDF format.
See Also
AR Reports Introduction
Reports
Introduction