Customer & Supplier Summary Report for Specific Date (Only Where Movement Occurred)

1

Dear Team,

I would like to request a feature/report that shows a summary of Customers and Suppliers for a specific date, but only where movement has occurred.

For example:

  • On the customer side, the report should include only those customers who had activity (such as sales invoices issued or receipts received) on the selected date.

  • On the supplier side, it should include only those suppliers who had activity (such as purchase invoices entered or payments made) on that same date.

This report will help in quickly reviewing daily business activity without going through all customer and supplier ledgers.

Kindly guide if there is already an existing option to achieve this, or if it can be considered as a feature request.

Thank you.

Best regards,
Suhail Amir

2

Manager already has reports like this… they are called Customer Summary and Supplier Summary.

3

Thanks a lot for your response. However, in the Customer & Supplier Summary Report, the outstanding amounts of all parties are being displayed. My requirement is that the report should show/filter only those customers where any movement has occurred.

For example, if we want to view only yesterday’s activity, although we have more than 100 customers, sales invoices may have been generated for only 2–3 customers and some payments received from a few others. I need the report to display only these customers—with movement—in the same summary format.