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Status Already Exists
Categories Copilot
Created by Guest
Created on May 11, 2026

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Improve Day Books: customer transactions (Summary)

In Day Books, for customers and suppliers, where in the transaction type you can choose either invoices or credits, it would be useful if you could choose both to appear in the same report. So a day book for the month that shows the total of all invoices and credit notes that have been raised that month. Rather then having to do two separate reports to get the total figure for that month

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  • Admin
    Jo Kirkup
    May 21, 2026

    You can use our Report with Copilot feature to generate this report. You can find information on how to do this in our dedicated article.

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