Customer Management – Analysis

The Analysis tab of the Customer Management module can be used to review a breakdown of activity of a selected Customer by period over several years. This activity will include only customer invoices (DI transactions), such as invoices and credit notes.

Toggle Overview

• Exclude Tax – By default, the Analysis tab shows revenue including sales taxes. Toggling Exclude Tax will remove the tax portion of the invoices to show revenue.
  
  

• Show Foreign Currency – By default, the Analysis tab shows revenue in local currency. Toggling Show Foreign Currency will convert all balances to the foreign balances.
  
  

• G/L Year – The year that is selected will be the year in the furthest right column, with previous years filling in the columns to it’s left for easy comparisons.