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Free Accounting Software Forum - See all transactions from one customer

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Hi Glen,

Is there anyway to see all the transactions a customer has had. Or for that face all the transactions from a supplier.

I have a lot of repeat customers and it would be great to click on their customer link and see all the previous orders I have done for them. Also to see at a glance what orders I have made from a particular supplier and how much each was.

I am finding that this function would be very useful more and more these days. Do you think this is something you are working on in the future?

You can filter the receivable worksheet by customer. That will show you all the sales invoices to that customer. Although if you had purchased something or entered a cash received without a sales invoice it might not show up. In that case then filter the P&L and Balance Sheet for the customer and then click on the amounts to see the transactions details.

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