YTD total spent ex GST in customer account view

started a topic over 5 years ago

We are often checking customer accounts in DEAR prior to an appointment to review their recent spending with us. To assist with this it would be very helpful to either have an extra tap in the account where you have "address", "contacts"..."sales by document" etc to show "YTD total sales" or alternatively, in the "sales by document" tab to have a cell that would give us the YTD total spent for this customer as a snapshot overview. This would save us from running a report for each account every time and while the sales by document information is helpful for tracking of annual spent the YTD information would be much appreciated. Thank you.


One important aspect though is that the YTD total sales info should exclude GST as every company's sales report do not include GST to my knowledge.


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