AR Customer Quick List window

AccountsReceivableCS > Accounts Receivable > Reporting menu > AR Customer Quick List window

Use this report to generate a list of customer names, numbers, and email addresses. For example, a list might be helpful if you want to assign customers to your sales team based on alphabetical order, customer number, or one of the other options.

You can print the Customer Quick List for all customers or a range of customers. You can choose parameters for customer number, name, and type. You can also sort the report by one of several customer record fields listed in the report setup window.

Sort By

Select from the following options to sort your customers. The field you choose will automatically also appear on the report.

• Customer Number

• Customer Type

• Customer Name

• Salesperson Code

• Biller Code

• Transaction Type

• Date

• Document #

• Billing Zip Code

• AR Code

• Accounts Receivable User-Defined Fields (if defined)

AR Code

Accept the default ALL to select customers regardless of their AR Code. You can enter a specific AR Code to include only customers with the specified code.

Filter

Use the drop-down to select a User-Defined Field to use as a filter for the report. These fields are set up in the AR Module Preferences window. If you do not want to use this feature, leave the default of <None>. The UDF you select in this drop-down will appear as a filter in this window.

Additional Filter

From this drop-down, you can choose to filter the report by Biller Code or Additional Date. The Additional Date label can be customized in the Additional Customer Date Title field in Module Preferences.

Customer / Name / Type / UDF

Enter a starting and ending value in the Customer, Name, Type, and/or User-Defined Field (if defined) boxes to further define the information to include on the report. Only items within the range or ranges you select will appear on the report. Keep the defaults of Start and End to select all items that meet the remaining criteria in the window.