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ABN numbers on AR or Customer Card reports
Hi there, I need this for the purpose of identifying entities with multiple stores that we invoice to separately. As some customers have one ABN with multiple registered trading names if the option to group by ABN was available it would save a lot of time. It is most important for AR to ensure we place the whole entity on hold if one store is not being paid, they allows a loophole for the customer to order through other stores accounts. We currently have to extract ABN report from MYOB and run vlooup formulae to customise the Bi4c report. Thank you
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Hi Skye
The Customer Card report now has a new Tax No. field. This field goes by different names depending on your country:
This field is hidden by default so use +/- Cols in the toolbar to show it. Also note some accounting systems will XXXX out the leading digits for privacy.
The new field can be displayed, filtered for, analysed by and grouped by.
In response to this specific request, you can now Filter by the Tax No. (ABN) field for the customer you wish to put on hold and this will list out all Customers with that ABN.
We have also added a new metric "Customer Count" which will display the number of distinct customers for any chosen dimension. For example if you analyse by State then the Customer Count will show the total number of customers in that State. This metric is also hidden by default.
The Customer Count can also be used to identify where you have multiple customers that share the same Tax No. (ABN).
The resulting output will show all ABN Numbers that are shared by multiple customers. Click on the ABN to drill down to the list of customers.
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