Sorting out the customers payment in journal transaction

arshad935

I am not using invoice system of Wave and adding profits and balance due received/given by my customers through journal transaction. if i want to sort out these customers, for example i want to have transaction report of customer A, but i can't filter it because there is no option to filter by description .
how can i get transaction report of customer A in a proper format

?

EmmaP

Hi @arshad935! If you want to create reports by customer you will not be able to do this if your are using Journal Transactions. You would have to add Customers under: Sales -> Customers and then on the transactions page when you click 'add expense' or add income' you'll see the option to 'add customer' to that transaction. However, this does not apply to Journal Transactions.

If you are using Journal Entries, you could export your report as a CSV file or do a data export from your settings and then edit the data in a sheet to create the reports you need!