How To Generate Report of Active Customers

Owned by Knowledge Assistant
Mar 13, 2024
1 min read
Description of Issue

Pulling customer AR reports.

Context

  • Accounts Receivable

  • Setup

  • Customers

Cause

EERP does not have a report specific to customer data. Users must use the output options in the Customers program to create a customer report.

Resolution

Navigate to General Revenues > Accounts Receivable > Setup > Customers.
Click Search.
Check the Active box.
Click Accept.
Use the options in the top ribbon menu to output to PDF or Excel.

Additional Information

Please Contact Support For Further Assistance.