Use the Customer Account Summary screen to create a report of balances for invoices, credits, net, and retainage by customer as of a specified month. You can select to compare the current year balances to the prior year. You can print or save this report.

For more information on running this report, see Run and Print Reports.

You can control the output of the Customer Account Summary report by entering details in one or more of the following fields on the Options tab:

• Select Format - If you have modified the format and layout of this report on the Modify Reports screen, click to select the version to use for this report. If you haven't modified the report, this field doesn't appear.

• Report Through Month - Click to select the month through which to create the report. This field is required.

• Report Through Year - Click to select the year through which to create the report. This field is required.

Company - Click to select one or more companies for the report. If no companies are selected, all companies appear in the report.

• Division - Click to select one or more divisions for the report. If no divisions are selected, all divisions appear in the report.

• Project - Click to select one or more projects for the report. If no projects are selected, all projects appear in the report.

Customer - Click to select one or more customers for the report. If no customers are selected, all customers appear in the report.

Include Current vs Prior Year Comparisons - Select the checkbox to show a comparison of the current year balances to the prior year balances as of the specified month.