Reports showing top performing customers or suppliers
Description
Cause
Resolution
The turnover figures
Turnover month to date
This is the month to date figure and is the amount the customer has spent with you, excluding VAT. It updates automatically as new transactions are recorded.
It isn’t used in credit control processes, such as debt chasing, and can be amended. The Year End option sets this value to zero for the new year.
If you use the month end feature to maintain your accounts, you can choose to have this value set to zero for the new month.
Turnover year to date
This is the year to date figure and is the amount the customer has spent with you so far this year, excluding VAT.
It updates for you as transactions are recorded for the customer. It isn’t used in credit control processes, such as debt chasing, and can be amended.
The Year End feature sets this value to zero in the new year.
Run a top customer or supplier report
To run a top supplier report, repeat the steps, changing all customer references to supplier.
Click Customers, then click Reports.
Click Top customers, then select the report you want to run.
Top Customer List - Month
Shows Month to date turnover for each customer.
Top Customer List - Year
Shows Year to date turnover for each customer.
Top Customer List report (By Balance)
The outstanding balances of each customer.
Top Customer List report (By Cash Received)
Total cash received from each customer.
Click Preview.
Example top customer or supplier report
To find out further information about each field in the report, hover your mouse over each section.
