Client group reports
Client group reports add up the customers and vendors in a group, for example all branches of one chain, and net what you owe them against what they owe you.
Open Reports›Client Groups. Groups are set up in Client groups.
| Report | What it shows |
|---|---|
| Group Balances | What each group owes you (customers) and what you owe it (vendors) on a date, with the net position. |
| Group Member Balances | The receivable and payable balance of every customer and vendor, listed under its group. |
| Group Opening Balances | Members' opening balances by group, with the amount paid and what is still outstanding. |
| Group Balance Summary | Opening balance, invoiced or billed, settled and closing balance for each group over a period. |
| Group Statement, Group Statement (Dr / Cr) | Every receivable and payable posting for all members of a group, with a running net balance. |
| Group Trial Balance | Opening Dr / Cr, the period's debits and credits, and closing Dr / Cr for each group. |
| Group Aging Summary | Each group's unpaid receivables or payables by how long they are overdue. |
| Sales by Customer Group, Purchases by Vendor Group | Net sales and net purchases for each group, ranked. |
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