A/R Reports

On the report screen at Hub / Reports / Customer Reports or Accounting / Accounting Reports / A/R / Customers , choose Select  by Select Customers .  After setting Include  to Active  customers, select Tag All . Labels w...

The Discount Allocation report at Accounting Reports / Accounts Receivable / Sales displays the total discounts taken by Product and Department for the selected Customer(s) and Product(s). The report includes Invoices for which payments have been ...

From the Reports module select   Accounting Reports / A/R / Sales.   Select the Sales Analysis report. At the report main window, choose Filter. In the Salesperson  box, select the ID  of the salesperson for whom ...

The Product Rebate report can be filtered to only show restricted use products.  At Accounting Reports / Accounts Receivable / Sales / Product Rebate , select the Show Detail checkbox Select the date, invoice, or fiscal range for the r...

The Tonnage Tax method is the original method available in Agvance for reporting tonnage taxes and requires the Products that appear on the report be set up by selecting Setup on the report criteria screen at Accounting Reports / Accounts Receiva...

Sales Tax on Sales Register and Sales Tax Summary The Total Sales Tax from the Sales Register report is a calculated total of all of the sales tax listed on the report. The Taxes  collected from the Sales Tax Summary report is the sum of...

The Aged Balances style of Customer Balances reports at Accounting Reports / Accounts Receivable / A/R Status / Customer Balance will default in the Aging Configuration selection based on the aging configuration preference set on the A/R tab...

The WIP  column is the sum of the Extended Cost  of loaded Delivery Tickets , the sum of the Extended Cost of loaded Blend Tickets, and the sum of the Extended Cost of open PDOs. Note : The Delivery Ticket Extended Cost is calcu...

The Customer Credits report, found at Accounting / Accounting Reports / Accounts Receivable / A/R Status , displays Customers with open Credit Invoices on the Customer’s account. For Customers with Credit Invoices, the UAC  and Regul...

The Combo Statement, which includes both Regular and Prepay activity on the same report, offers many different report options providing flexibility in determining how the statement will look. Some features of the Combo Statement include pa...

The Use Aging Messages option is available on Balance Forward, Open Item, and Combo Statements. User-defined aging messages can be set for the aging periods, Current, 1-30, 31-60,  and  Over 60. Aging Messages are available in the ...

The Consolidated Sales Analysis report groups sales by Department Category and Product ID to show sales across Locations. An advantage of this report is it automatically includes Products with identical Product IDs and Department Categories when onl...

Tonnage Tax reports are required by most states to assess taxes on the tonnage of fertilizer sold. There has been a push, spearheaded by several universities and states, to standardize the reporting of tonnage tax information by fertilizer codes. To...

The Open Item Statement shows only Invoices that are open at the time the Statement is processed. This Statement style is ideal for Customers requesting to only see open Invoices or for fast-moving accounts with a lot of activity to help the Custo...

This report at Accounting Reports / Accounts Receivable / Sales displays information regarding discounts on Invoices and can be used to find net sales after discounts. It can be sorted Customer by Product , Product by Customer , or Farm and w...

The following items are currently written to the database and are available on a report called Customer Change Log found at Accounting Reports / Accounts Receivable / A/R Status : ***Customer Added ***Customer Address 1 ***Customer Address...

These reports use the cost on the product at the time the Invoice was saved. It will either be the Invoice Cost, Average Cost, Last Cost, Replacement Cost, or Estimated Average Cost, depending on the cost setup on the Inventory Department for that...

State auditors require a report with the following information: Dealer name Customer name EPA number Customer license expiration date Customer license number Amount of product sold. The amount can be summarized for the year. The report must...

The If Paid By dates available on Customer Statements convey what the Customer needs to pay by that date to stay current and it includes any Invoice with an available discount by that date. This allows the Customer to take full advantage of avai...

The query below shows the county, rate, and total amount of tax applied on an Invoice for a specified fiscal month range. SELECT [Invoice].[County], Sum([InvLi].[Taxamount]) AS [SumOfTaxamount], [InvLi].[TaxRate] FROM [Invoice] INNER JOIN [InvS...

The Sales Analysis report with Roll Up Invoices checked is not rolling up products and prices for invoices created with the Print Method 2 – Roll-up Products and Prices option selected. The report’s product selection is limited by t...

Combo Statements may be sent to a Grower360 library from either Live data or a Play Database. CRM or Grower360 is not required to send statements to the Grower360 library. By performing the necessary setup to send Combo Statements to this library, w...

The Alt3  style is most like the Standard Combo Statement with Condensed Headers but includes a Cover Page. This style was designed to meet specific company needs and federal guidelines for Consumer Statements. Setup Combo Statement Styl...

The Payment Register report, found at Accounting / Accounting Reports / Accounts Receivable / A/R Status , can be used to assist with daily cash drawer reconciliation or provide Customer Payment history for a given timeframe.  Customer ...

The Sales Register report, found at Accounting / Accounting Reports / Accounts Receivable / Sales,  displays all Products purchased by Customers for a given Date, Invoice number , or Fiscal Month range. The report allows a user to filter ...

The Current Balances style of Customer Balances reports at Accounting Reports / Accounts Receivable / A/R Status / Customer Balances  provides a snapshot of the Customer's Regular, Prepay, Unapplied Cash (UAC),  and Overall&nb...

The Sales Analysis report, found at Accounting / Accounting Reports / Accounts Receivable / Sales  is commonly used to view Sales for Customers, Products, and/or Fields based on a wide variety of filtering options. The report also allows for...