Ideas for the ADAM DMS

Transactions by Customer

We have a few vendors/individuals that we cut checks to as they come in, no time to go into A/P and enter invoices, process batch etc.    It would be nice to select a customer or vendor from the list and see what checks have been issued to them for the month or select periods not thru A/P.

  • Guest
  • Dec 18 2017
  • Already exists
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  • John Cowan commented
    December 19, 2017 20:07

    There are Accounting reports available that will allow you to do this.  Please call in to Support and ask to have them installed.

    Peggy Matthews

  • Guest commented
    January 11, 2018 20:39

    This does NOT EXIST.   After an hour on the phone with Adams support they said the only way to do this is to export it onto a spreadsheet and go through each entry month by month.  

  • John Cowan commented
    January 17, 2018 17:05

    There are reports that allow the user to obtain that information from Accounting so I will put a case in and have a Support tech call you with information about the reports.

    Peggy Matthews