New Feature: adding customers to transactions

RVPServicesLLCRVPServicesLLC Member Posts: 1

I see how to add a customer to my individual transactions, such as a purchase for parts. However, I can't find a way to run any sort of report to see all the transactions for a specific customer. Is there a way to do this yet? Will there be soon?

UPDATE: I found where to get the report. If anyone is curious, you can go to Reports, Account Transactions (General Ledger) - and edit the "Contact" field to your customers name.

edited January 13, 2022 in Wave Features
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