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Sheila L

How to create a report listing the total amount received in a year

Posted By

I'm sure this is really simple, but I simply cannot locate how to create a report that just lists the total amount of income for 2014.  I don't need a breakdown by client.  Help! [:)]

  • 0
    Reports, A/R Transactions, Payment Register. Double-click to open up the details.

    Filter for A/R Transaction Date range of last year.

    Under the Options button in the lower left, check the box for Only show subtotals and grand totals.

    That should give you the total for all the Payment transactions.

    Hope this helps.

    Nancy Duhon, Esq.
    Master Certified Consultant for Timeslips,Certified Consultant for Amicus Attorney
    Duhon Technology Solutions, LLC
    a member of Certified Resources Network, LLC
    [email protected]
    404-325-9779
    Providing personalized local and remote online support for Amicus Attorney andTimeslips users for over 21 years. Available for private consultations, including older/unsupported versions.
  • 0 in reply to Nancy Duhon
    Perfect. You saved me! I must've spent a half an hour or more trying to figure that out. Thank you!

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