Users can print Journals in Excel, PDF, and a couple of other formats through the standard reporting engine. Use the "Run Journal Printout Report" button on the button bar of the Journal entry to print it.
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Sometimes you will find that an account number on a customer is incorrect. Perhaps it was caused by importing incorrect account numbers from a manufacturer. It could also be a case of wanting to change over from a previously used internal account number, or "short name", to the manufacturers' actual account number for the customer.
As part of the precautions from deleting information that is still in use, the system will not let anyone delete an Account Number that is currently in use on an invoice. The following steps will guide you through the process of reassigning invoices to a different account number -- one that you intend to keep -- so that the no longer desired account number can be removed from the system. Question
How do I get a list of customers for one of my manufacturers that also includes the contacts at those various customers? Answer You can use the Contact Export Wizard to do this: 1. Click on "File" → "Export" → "Contact Export Wizard". 2. Check the box that says "Customers" on the Search Options (first) page. Press Next. 3. Fill in the Principals name. Press Next. 4. On the Export Criteria page, make sure "Both Companies and Contacts" is selected at the top. Check the box that says "Include contacts for matching companies" near the bottom. Press Next. 5. Continue through the wizard until you get to the Export Destinations page. Enter the file name you want to create and press Finish. This creates and opens a spreadsheet file that contains all of the companies and contacts for the selected manufacturer. You can play around with the various options in the wizard to further filter down your results as needed. For example, you might run this for a particular sales rep, or geography. |
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