Accounting CS
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The Customer Activity variables available from Report Designer can be inserted into reports or statements to display actual customer data. The following tables provide details about each of these variables.
See also: Variables overview
Workpapers CS users: This section of variables, while visible in the Design Tools frame in the Report Designer, is not relevant to Workpapers CS. If any of these variables were to be used in reports or other documents for a Workpapers CS-only client, the notation "This report contains no data" would appear.
| Variable name | Data content/source | Format | Variable syntax |
|---|---|---|---|
| Beginning Balance | For transactions made to a customer, the customer beginning balance | Amount | [CustomerActivity.BeginningBalance] |
| Customer ID | For transactions made to a customer, the customer ID, From Setup > Customers | Number | [CustomerActivity.CustomerID] |
| Customer Name | For transactions made to a customer, the customer name, from Setup > Customers | Text | [CustomerActivity.CustomerName] |
| Total Discount Amount | For transactions made to a customer, the total discount amount | Amount | [CustomerActivity.TotalDiscountAmount] |
| Total Discount Honored | For transactions made to a customer, the total discounts honored | Amount | [CustomerActivity.TotalDiscountHonoredAmount] |
| Total Discount Remaining | For transactions made to a customer, the total discounts remaining | Amount | [CustomerActivity.TotalDiscountRemainingAmount] |
| Total Invoice Amount | For transactions made to a customer, the total invoice amount | Amount | [CustomerActivity.TotalInvoiceAmount] |
| Total Open Balance | For transactions made to a customer, the total invoice open balance | Amount | [CustomerActivity.TotalOpenBalance] |
| Total Paid Amount | For transactions made to a customer, the total paid amount | Amount | [CustomerActivity.TotalPaidAmount] |
| Total Sales Amount | For transactions made to a customer, the total sales amount | Amount | [CustomerActivity.TotalSalesAmount] |
| Total Sales Tax Amount | For transactions made to a customer, the total sales tax amount | Amount | [CustomerActivity.TotalSalesTaxAmount] |
| Total Shipping Amount | For transactions made to a customer, the total shipping amount | Amount | [CustomerActivity.TotalShippingAmount] |
| Variable name | Data content/source | Format | Variable syntax |
|---|---|---|---|
| Customer EIN/SSN | For transactions made to a customer, the customer EIN or SSN, from Setup > Customers | Number | [CustomerActivity.Invoice.CustomerEINSSN] |
| Customer EIN or SSN (last four digits) | For transactions made to a customer, the last four digits of the customer EIN or SSN, from Setup > Customers | Number | [CustomerActivity.Invoice.CustomerEINSSNLastFourDigits] |
| Customer ID | For transactions made to a customer, the customer ID, from Setup > Customers | Number | [CustomerActivity.Invoice.CustomerID] |
| Customer Name | For transactions made to a customer, the customer name, from Setup > Customers | Text | [CustomerActivity.Invoice.CustomerName] |
| Invoice Date | For transactions made to a customer, the date of an invoice | Date | [CustomerActivity.Invoice.Date] |
| Discount Amount | For transactions made to a customer, the discount amount | Amount | [CustomerActivity.Invoice.DiscountAmount] |
| Discount Expiration Date | For transactions made to a customer, the date the discount expires | Date | [CustomerActivity.Invoice.DiscountExpirationDate] |
| Discount Honored | For transactions made to a customer, the discount honored | Amount | [CustomerActivity.Invoice.DiscountHonoredAmount] |
| Discount Remaining | For transactions made to a customer, the remaining discount | Amount | [CustomerActivity.Invoice.DiscountRemainingAmount] |
| Invoice Due Date | For transactions made to a customer, the due date | Date | [CustomerActivity.Invoice.DueDate] |
| Invoice GL AR Account | For transactions made to a customer, the AR GL account | Number | [CustomerActivity.Invoice.GLARAccount] |
| Invoice GL AR Account Description | For transactions made to a customer, the AR GL account description | Text | [CustomerActivity.Invoice.GLARAccountDescription] |
| GL Discount Account | For transactions made to a customer, the discount GL account | Number | [CustomerActivity.Invoice.GLDiscountAccount] |
| GL Discount Account Description | For transactions made to a customer, the discount GL account description | Text | [CustomerActivity.Invoice.GLDiscountAccountDescription] |
| Invoice Gross Amount | For transactions made to a customer, the gross amount | Amount | [CustomerActivity.Invoice.GrossAmount] |
| Invoice Gross Open Balance | For transactions made to a customer, the gross open amount | Amount | [CustomerActivity.Invoice.GrossOpenBalance] |
| Invoice Journal Code | For transactions made to a customer, the journal code | Text | [CustomerActivity.Invoice.JournalCode] |
| Invoice Journal Description | For transactions made to a customer, the journal description | Text | [CustomerActivity.Invoice.JournalDescription] |
| Invoice Logo | For transactions made to a customer, the client logo image, from Setup > Clients | Image | [CustomerActivity.Invoice.Logo] |
| Invoice Memo | For transactions made to a customer, the message, from Setup > Customers or memo from Actions > Enter Invoices | Text | [CustomerActivity.Invoice.Message] |
| Invoice Net Amount | For transactions made to a customer, the invoice net amount | Amount | [CustomerActivity.Invoice.NetAmount] |
| Invoice Net Open Balance | For transactions made to a customer, the net open balance | Amount | [CustomerActivity.Invoice.NetOpenBalance] |
| Invoice Open Balance | For transactions made to a customer, the invoice open balance | Amount | [CustomerActivity.Invoice.OpenBalance] |
| Invoice Paid Amount | For transactions made to a customer, the invoice paid amount | Amount | [CustomerActivity.Invoice.PaidAmount] |
| Invoice Payment Term Description | For transactions made to a customer, the invoice payment term description | Text | [CustomerActivity.Invoice.PaymentTermDescription] |
| Invoice Payment Term ID | For transactions made to a customer, the invoice payment term ID | Text | [CustomerActivity.Invoice.PaymentTermID] |
| Invoice PO Number | For transactions made to a customer, the Invoice PO # | Text | [CustomerActivity.Invoice.PONumber] |
| Invoice Posting Period | For transactions made to a customer, the invoice posting period | Date | [CustomerActivity.Invoice.PostingPeriod] |
| Invoice Reference | For transactions made to a customer, the invoice reference | Text | [CustomerActivity.Invoice.Reference] |
| Invoice Sales Amount | For transactions made to a customer, the invoice sales amount | Amount | [CustomerActivity.Invoice.SalesAmount] |
| Invoice Sales Tax Amount | For transactions made to a customer, the invoice sales tax amount | Amount | [CustomerActivity.Invoice.SalesTaxAmount] |
| Invoice Sales Tax Item Description | For transactions made to a customer, the invoice sales tax item description | Text | [CustomerActivity.Invoice.SalesTaxItemDescription] |
| Invoice Sales Tax Item ID | For transactions made to a customer, the sales tax item ID | Text | [CustomerActivity.Invoice.SalesTaxItemID] |
| Invoice Sales Tax Rate | For transactions made to a customer, the invoice sales tax rate | Amount | [CustomerActivity.Invoice.SalesTaxRate] |
| Invoice Shipping Amount | For transactions made to a customer, the invoice shipping amount | Amount | [CustomerActivity.Invoice.ShippingAmount] |
| Invoice Shipping Date | For transactions made to a customer, the invoice shipping date | Date | [CustomerActivity.Invoice.ShippingDate] |
| Invoice Shipping Item Description | For transactions made to a customer, the invoice shipping item description | Text | [CustomerActivity.Invoice.ShippingItemDescription] |
| Invoice Shipping Item ID | For transactions made to a customer, the invoice shipping item ID | Text | [CustomerActivity.Invoice.ShippingItemID] |
| Invoice Shipping Name | For transactions made to a customer, the invoice shipping name | Text | [CustomerActivity.Invoice.ShippingName] |
| Invoice Shipping Salutation | For transactions made to a customer, the invoice shipping salutation | Text | [CustomerActivity.Invoice.ShippingSalutation] |
| Invoice Total Item Quantity | For transactions made to a customer, the invoice total item quantity | Amount | [CustomerActivity.Invoice.TotalItemQuantity] |
| Invoice Type | For transactions made to a customer, the invoice type | Text | [CustomerActivity.Invoice.Type] |
| Variable name | Data content/source | Format | Variable syntax |
|---|---|---|---|
| Billing Address Line 1 | For transactions made to a customer, the first line of the billing address | Text | [CustomerActivity.Invoice.Addresses.Billing.AddressLine1] |
| Billing Address Line 1 and Line 2 | For transactions made to a customer, the first and second lines of the billing address | Text | [CustomerActivity.Invoice.Addresses.Billing.AddressLine1andAddressLine2] |
| Billing Address Line 2 | For transactions made to a customer, the second line of the billing address | Text | [CustomerActivity.Invoice.Addresses.Billing.Addressline2] |
| Billing Address City | For transactions made to a customer, the city of the billing address | Text | [CustomerActivity.Invoice.Billing.City] |
| Billing Address City, State and Zip | For transactions made to a customer, the city, state and zip code of the billing address | Text | [CustomerActivity.Invoice.Addresses.Billing.CityStateandZip] |
| Complete Billing Address | For transactions made to a customer, the complete billing address | Text | [CustomerActivity.Invoice.Addresses.Billing.CompleteAddress] |
| Complete Billing Address (single line) | For transactions made to a customer, the complete billing address on a single line | Text | [CustomerActivity.Invoice.Addresses.Billing.CompleteAddressSingleLine] |
| Billing Address Country | For transactions made to a customer, the country of the billing address | Text | [CustomerActivity.Invoice.Addresses.Billing.Country] |
| Billing Address County | For transactions made to a customer, the county of the billing address | Text | [CustomerActivity.Invoice.Addresses.Billing.County] |
| Billing Address State | For transactions made to a customer, the state abbreviation of the billing address | Text | [CustomerActivity.Invoice.Addresses.Billing.State] |
| Billing Address State Name | For transactions made to a customer, the state name of the billing address | Text | [CustomerActivity.Invoice.Addresses.Billing.StateName] |
| Billing Address Zip Code | For transactions made to a customer, the zip code of the billing address | Number | [CustomerActivity.Invoice.Addresses.Billing.Zip] |
| Shipping Address Line 1 | For transactions made to a customer, the first line of the shipping address | Text | [CustomerActivity.Invoice.Addresses.Shipping.AddressLine1] |
| Shipping Address Line 1 and Line 2 | For transactions made to a customer, the first and second lines of the shipping address | Text | [CustomerActivity.Invoice.Addresses.Shipping.AddressLine1andAddressLine2] |
| Shipping Address Line 2 | For transactions made to a customer, the second line of the shipping address | Text | [CustomerActivity.Invoice.Addresses.Shipping.Addressline2] |
| Shipping Address City | For transactions made to a customer, the city of the shipping address | Text | [CustomerActivity.Invoice.Addresses.Shipping.City] |
| Shipping Address City, State and Zip | For transactions made to a customer, the city, state and zip code of the shipping address | Text | [CustomerActivity.Invoice.Addresses.Shipping.CityStateandZip] |
| Complete Shipping Address | For transactions made to a customer, the complete shipping address | Text | [CustomerActivity.Invoice.Addresses.Shipping.CompleteAddress] |
| Complete Shipping Address (single line) | For transactions made to a customer, the complete shipping address on a single line | Text | [CustomerActivity.Invoice.Addresses.Shipping.CompleteAddressSingleLine] |
| Shipping Address Country | For transactions made to a customer, the country of the shipping address | Text | [CustomerActivity.Invoice.Addresses.Shipping.Country] |
| Shipping Address County | For transactions made to a customer, the county of the shipping address | Text | [CustomerActivity.Invoice.Addresses.Shipping.County] |
| Shipping Address State | For transactions made to a customer, the state abbreviation of the shipping address | Text | [CustomerActivity.Invoice.Addresses.Shipping.State] |
| Shipping Address State Name | For transactions made to a customer, the state name of the shipping address | Text | [CustomerActivity.Invoice.Addresses.Shipping.StateName] |
| Shipping Address Zip Code | For transactions made to a customer, the zip code of the shipping address | Number | [CustomerActivity.Invoice.Addresses.Shipping.Zip] |
| Variable name | Data content/source | Format | Variable syntax |
|---|---|---|---|
| Amount | For transactions made to a customer, the invoice item amount | Amount | [CustomerActivity.Invoice.Items.Amount] |
| Cost | For transactions made to a customer, the invoice item cost | Amount | [CustomerActivity.Invoice.Items.Cost] |
| Cost Per Unit | For transactions made to a customer, the invoice item cost per unit | Amount | [CustomerActivity.Invoice.Items.CostPerUnit] |
| Description | For transactions made to a customer, the invoice item description | Text | [CustomerActivity.Invoice.Items.Description] |
| GL Account Number | For transactions made to a customer, the invoice item GL account | Number | [CustomerActivity.Invoice.Items.GLAccount] |
| GL Account Description | For transactions made to a customer, the invoice item GL account description | Text | [CustomerActivity.Invoice.Items.GLAccountDescription] |
| Invoice Item ID | For transactions made to a customer, the invoice item ID | Text | [CustomerActivity.Invoice.Items.ID] |
| Non Discount | For transactions made to a customer, yes/no status for whether the discount applies to an invoice item | Yes/no | [CustomerActivity.Invoice.Items.NonDiscount] |
| Item Quantity | For transactions made to a customer, the invoice item quantity | Amount | [CustomerActivity.Invoice.Items.Quantity] |
| Item Rate | For transactions made to a customer, the invoice item price rate | Amount | [CustomerActivity.Invoice.Items.Rate] |
| Item Tax Status | For transactions made to a customer, the invoice item tax status transaction | Text | [CustomerActivity.Invoice.Items.TaxStatus] |
| Variable name | Data content/source | Format | Variable syntax |
|---|---|---|---|
| Amount | For AR invoice type transactions, the payment detail amount | Amount | [CustomerActivity.Invoice.PaymentDetails.Amount] |
| Applied Date | For AR invoice type transactions, the payment detail applied date | Date | [CustomerActivity.Invoice.PaymentDetails.ApplicationDate] |
| Description | For AR invoice type transactions, the payment detail description | Text | [CustomerActivity.Invoice.PaymentDetails.Description] |
| Discounts Honored | For AR invoice type transactions, the payment detail discounts honored | Amount | [CustomerActivity.Invoice.PaymentDetails.DiscountHonoredAmount] |
| GL Credit Account Number | For AR invoice type transactions, the payment detail GL credit account | Number | [CustomerActivity.Invoice.PaymentDetails.GLCreditAccount] |
| GL Credit Account Description | For AR invoice type transactions, the payment detail GL credit account description | Text | [CustomerActivity.Invoice.PaymentDetails.GLCreditAccountDescription] |
| Journal Code | For AR invoice type transactions, the payment detail journal code | Text | [CustomerActivity.Invoice.PaymentDetails.JournalCode] |
| Journal Description | For AR invoice type transactions, the payment detail journal description | Text | [CustomerActivity.Invoice.PaymentDetails.JournalDescription] |
| Payment Date | For AR invoice type transactions, the payment detail date | Date | [CustomerActivity.Invoice.PaymentDetails.PaymentDate] |
| Payment Type | For AR invoice type transactions, the payment detail type | Text | [CustomerActivity.Invoice.PaymentDetails.PaymentType] |
| Posting Period | For AR invoice type transactions, the payment detail posting period | Date | [CustomerActivity.Invoice.PaymentDetails.PostingPeriod] |
| Reference | For AR invoice type transactions, the payment detail reference | Text | [CustomerActivity.Invoice.PaymentDetails.Reference] |
| Variable name | Data content/source | Format | Variable syntax |
|---|---|---|---|
| Amount | For AR invoice type transactions, the sales tax items amount | Amount | [CustomerActivity.Invoice.SalesTaxItems.Amount] |
| Description | For AR invoice type transactions, the sales tax items description | Text | [CustomerActivity.Invoice.SalesTaxItems.Description] |
| GL Account Number | For AR invoice type transactions, the sales tax items GL account | Number | [CustomerActivity.Invoice.SalesTaxItems.GLAccount] |
| GL Account Description | For AR invoice type transactions, the sales tax items GL account description | Text | [CustomerActivity.Invoice.SalesTaxItems.GLAccountDescription] |
| ID | For AR invoice type transactions, the sales tax items ID | Text | [CustomerActivity.Invoice.SalesTaxItems.ID] |
| Invoice Amount | For AR invoice type transactions, the sales tax items invoice amount | Amount | [CustomerActivity.Invoice.SalesTaxItems.InvoiceAmount] |
| Invoice Sales Amount | For AR invoice type transactions, the sales tax items invoice sales amount | Amount | [CustomerActivity.Invoice.SalesTaxItems.InvoiceSalesAmount] |
| Invoice Shipping Amount | For AR invoice type transactions, the sales tax items invoice shipping amount | Amount | [CustomerActivity.Invoice.SalesTaxItems.InvoiceShippingAmount] |
| Rate | For AR invoice type transactions, the sales tax items rate | Amount | [CustomerActivity.Invoice.SalesTaxItems.Rate] |
| Sales Tax Description | For AR invoice type transactions, the sales tax items description | Text | [CustomerActivity.Invoice.SalesTaxItems.SalesTaxDescription] |
| Tax Exempt Amount | For AR invoice type transactions, the sales tax items tax exempt amount | Amount | [CustomerActivity.Invoice.SalesTaxItems.TaxExemptAmount] |
| Tax Exempt Sales Amount | For AR invoice type transactions, the sales tax items tax exempt sales amount | Amount | [CustomerActivity.Invoice.SalesTaxItems.TaxExemptSalesAmount] |
| Tax Exempt Shipping Amount | For AR invoice type transactions, the sales tax items tax exempt shipping amount | Amount | [CustomerActivity.Invoice.SalesTaxItems.TaxExemptShippingAmount] |
| Taxable Amount | For AR invoice type transactions, the sales tax items taxable amount | Amount | [CustomerActivity.Invoice.SalesTaxItems.TaxableAmount] |
| Taxable Sales Amount | For AR invoice type transactions, the sales tax items taxable sales amount | Amount | [CustomerActivity.Invoice.SalesTaxItems.TaxableSalesAmount] |
| Taxable Shipping Amount | For AR invoice type transactions, the sales tax items taxable shipping amount | Amount | [CustomerActivity.Invoice.SalesTaxItems.TaxableShippingAmount] |
| Variable name | Data content/source | Format | Variable syntax |
|---|---|---|---|
| Beginning Date | For AR statements, the statement activity beginning date | Date | [CustomerActivity.Statement.BeginDate] |
| Beginning Balance | For AR statements, the statement activity beginning balance | Amount | [CustomerActivity.Statement.BeginningBalance] |
| Current Discount Honored Amount | For AR statements, the statement current discount honored amount | Amount | [CustomerActivity.Statement.CurrentDiscountHonoredAmount] |
| Current Discount Remaining Amount | For AR statements, the statement current discount remaining amount | Amount | [CustomerActivity.Statement.CurrentDiscountRemainingAmount] |
| Current Invoice Gross Amount | For AR statements, the statement current invoice gross amount | Amount | [CustomerActivity.Statement.CurrentInvoiceGrossAmount] |
| Current Open Balance | For AR statements, the current open balance | Amount | [CustomerActivity.Statement.CurrentOpenBalance] |
| Current Payment Amount | For AR statements, the statement current payment amount | Amount | [CustomerActivity.Statement.CurrentPaymentAmount] |
| Customer EIN/SSN | For AR statements, the customer EIN or SSN, from Setup > Customers | Number | [CustomerActivity.Statement.CustomerEINSSN] |
| Customer EIN/SSN (last four digits) | For AR Statements, the last four digits of the customer EIN or SSN, from Setup > Customers | Number | [CustomerActivity.Statement.CustomerEINSSNLastFourDigits] |
| Customer ID | For AR Statements, the customer ID, from Setup > Customers | Number | [CustomerActivity.Statement.CustomerID] |
| Customer Name | For AR statements, the customer name, from Setup > Customers | Text | [CustomerActivity.Statement.CustomerName] |
| Statement Ending Date | For AR statements, the statement activity ending date | Date | [CustomerActivity.Statement.EndDate] |
| Statement Ending Balance | For AR statements, the statement ending balance | Amount | [CustomerActivity.Statement.EndingBalance] |
| Logo | For AR statements, the logo on the statement, from Setup > Clients | Image | [CustomerActivity.Statement.Logo] |
| Statement Open Balance | For AR statements, the statement open balance | Amount | [CustomerActivity.Statement.OpenBalance] |
| Open Discount Remaining | For AR statements, the statement open discount remaining | Amount | [CustomerActivity.Statement.OpenDiscountRemainingAmount] |
| Open Invoice Amount | For AR statements, the statement open invoice amount | Amount | [CustomerActivity.Statement.OpenInvoiceAmount] |
| Statement Date | For AR statements, the statement date | Date | [CustomerActivity.Statement.StatementDate] |
| Unapplied Payment Amount | For AR statements, the statement unapplied payment amount | Amount | [CustomerActivity.Statement.UnappliedPaymentAmount] |
| Variable name | Data content/source | Format | Variable syntax |
|---|---|---|---|
| Billing Address Line 1 | For AR statements, the first line of the billing address | Text | [CustomerActivity.Statement.Addresses.Billing.AddressLine1] |
| Billing Address Line 1 and Line 2 | For AR statements, the first and second lines of the billing address | Text | [CustomerActivity.Statement.Addresses.Billing.AddressLine1andAddressLine2] |
| Billing Address Line 2 | For AR statements, the second line of the billing address | Text | [CustomerActivity.Statement.Addresses.Billing.AddressLine2] |
| Billing Address City | For AR statements, the city of the billing address | Text | [CustomerActivity.Statement.Addresses.Billing.City] |
| Billing Address City, State and Zip | For AR statements, the city state and zip code of the billing address | Text | [CustomerActivity.Statement.Addresses.Billing.CityStateandZip] |
| Complete Billing Address | For AR statements, the complete billing address | Text | [CustomerActivity.Statement.Addresses.Billing.CompleteAddress] |
| Complete Billing Address (single line) | For AR statements, the complete billing address on a single line | Text | [CustomerActivity.Statement.Addresses.Billing.CompleteAddressSingleLine] |
| Billing Address Country | For AR statements, the country of the billing address | Text | [CustomerActivity.Statement.Addresses.Billing.Country] |
| Billing Address County | For AR statements, the county of the billing address | Text | [CustomerActivity.Statement.Addresses.Billing.County] |
| Billing Address State (abbreviation) | For AR statements, the state abbreviation of the billing address | Text | [CustomerActivity.Statement.Addresses.Billing.State] |
| Billing Address State (full name) | For AR statements, the state name of the billing address | Text | [CustomerActivity.Statement.Addresses.Billing.StateName] |
| Billing Address Zip Code | For AR statements, the zip code of the billing address | Number | [CustomerActivity.Statement.Addresses.Billing.Zip] |
| Business Address Line 1 | For AR statements, the first line of the business address | Text | [CustomerActivity.Statement.Addresses.Business.AddressLine1] |
| Business Address Line 1 and Line 2 | For AR statements, the first and second lines of the business address | Text | [CustomerActivity.Statement.Addresses.Business.AddressLine1andAddressLine2] |
| Business Address Line 2 | For AR statements, the second line of the business address | Text | [CustomerActivity.Statement.Addresses.Business.AddressLine2] |
| Business Address City | For AR statements, the city of the business address | Text | [CustomerActivity.Statement.Addresses.Business.City] |
| Business Address City, State and Zip | For AR statements, the city state and zip code of the business address | Text | [CustomerActivity.Statement.Addresses.Business.CityStateandZip] |
| Complete Business Address | For AR statements, the complete business address | Text | [CustomerActivity.Statement.Addresses.Business.CompleteAddress] |
| Complete Business Address (single line) | For AR statements, the complete business address on a single line | Text | [CustomerActivity.Statement.Addresses.Business.CompleteAddressSingleLine] |
| Business Address Country | For AR statements, the country of the business address | Text | [CustomerActivity.Statement.Addresses.Business.Country] |
| Business Address County | For AR statements, the county of the business address | Text | [CustomerActivity.Statement.Addresses.Business.County] |
| Business Address State (abbreviation) | For AR statements, the state abbreviation of the business address | Text | [CustomerActivity.Statement.Addresses.Business.State] |
| Business Address State (full name) | For AR statements, the state name of the business address | Text | [CustomerActivity.Statement.Addresses.Business.StateName] |
| Business Address Zip Code | For AR statements, the zip code of the business address | Number | [CustomerActivity.Statement.Addresses.Business.Zip] |
| Home Address Line 1 | For AR statements, the first line of the home address | Text | [CustomerActivity.Statement.Addresses.Home.AddressLine1] |
| Home Address Line 1 and Line 2 | For AR statements, the first and second lines of the home address | Text | [CustomerActivity.Statement.Addresses.Home.AddressLine1andAddressLine2] |
| Home Address Line 2 | For AR statements, the second line of the home address | Text | [CustomerActivity.Statement.Addresses.Home.AddressLine2] |
| Home Address City | For AR statements, the city of the home address | Text | [CustomerActivity.Statement.Addresses.Home.City] |
| Home Address City, State and Zip | For AR statements, the city state and zip code of the home address | Text | [CustomerActivity.Statement.Addresses.Home.CityStateandZip] |
| Complete Home Address | For AR statements, the complete home address | Text | [CustomerActivity.Statement.Addresses.Home.CompleteAddress] |
| Complete Home Address (single line) | For AR statements, the complete home address on a single line | Text | [CustomerActivity.Statement.Addresses.Home.CompleteAddressSingleLine] |
| Home Address Country | For AR statements, the country of the home address | Text | [CustomerActivity.Statement.Addresses.Home.Country] |
| Home Address County | For AR statements, the county of the home address | Text | [CustomerActivity.Statement.Addresses.Home.County] |
| Home Address State (abbreviation) | For AR statements, the state abbreviation of the home address | Text | [CustomerActivity.Statement.Addresses.Home.State] |
| Home Address State (full name) | For AR statements, the state name of the home address | Text | [CustomerActivity.Statement.Addresses.Home.StateName] |
| Home Address Zip Code | For AR statements, the zip code of the home address | Number | [CustomerActivity.Statement.Addresses.Home.Zip] |
| Mailing Address Line 1 | For AR statements, the first line of the mailing address | Text | [CustomerActivity.Statement.Addresses.Mailing.AddressLine1] |
| Mailing Address Line 1 and Line 2 | For AR statements, the first and second lines of the mailing address | Text | [CustomerActivity.Statement.Addresses.Mailing.AddressLine1andAddressLine2] |
| Mailing Address Line 2 | For AR statements, the second line of the mailing address | Text | [CustomerActivity.Statement.Addresses.Mailing.AddressLine2] |
| Mailing Address City | For AR statements, the city of the mailing address | Text | [CustomerActivity.Statement.Addresses.Mailing.City] |
| Mailing Address City, State and Zip | For AR statements, the city state and zip code of the mailing address | Text | [CustomerActivity.Statement.Addresses.Mailing.CityStateandZip] |
| Complete Mailing Address | For AR statements, the complete mailing address | Text | [CustomerActivity.Statement.Addresses.Mailing.CompleteAddress] |
| Complete Mailing Address (single line) | For AR statements, the complete mailing address on a single line | Text | [CustomerActivity.Statement.Addresses.Mailing.CompleteAddressSingleLine] |
| Mailing Address Country | For AR statements, the country of the mailing address | Text | [CustomerActivity.Statement.Addresses.Mailing.Country] |
| Mailing Address County | For AR statements, the county of the mailing address | Text | [CustomerActivity.Statement.Addresses.Mailing.County] |
| Mailing Address State (abbreviation) | For AR statements, the state abbreviation of the mailing address | Text | [CustomerActivity.Statement.Addresses.Mailing.State] |
| Mailing Address State (full name) | For AR statements, the state name of the mailing address | Text | [CustomerActivity.Statement.Addresses.Mailing.StateName] |
| Mailing Address Zip Code | For AR statements, the zip code of the mailing address | Number | [CustomerActivity.Statement.Addresses.Mailing.Zip] |
| Other Address Line 1 | For AR statements, the first line of the other address | Text | [CustomerActivity.Statement.Addresses.Other.AddressLine1] |
| Other Address Line 1 and Line 2 | For AR statements, the first and second lines of the other address | Text | [CustomerActivity.Statement.Addresses.Other.AddressLine1andAddressLine2] |
| Other Address Line 2 | For AR statements, the second line of the other address | Text | [CustomerActivity.Statement.Addresses.Other.AddressLine2] |
| Other Address City | For AR statements, the city of the other address | Text | [CustomerActivity.Statement.Addresses.Other.City] |
| Other Address City, State and Zip | For AR statements, the city state and zip code of the other address | Text | [CustomerActivity.Statement.Addresses.Other.CityStateandZip] |
| Complete Other Address | For AR statements, the complete other address | Text | [CustomerActivity.Statement.Addresses.Other.CompleteAddress] |
| Complete Other Address (single line) | For AR statements, the complete other address on a single line | Text | [CustomerActivity.Statement.Addresses.Other.CompleteAddressSingleLine] |
| Other Address Country | For AR statements, the country of the other address | Text | [CustomerActivity.Statement.Addresses.Other.Country] |
| Other Address County | For AR statements, the county of the other address | Text | [CustomerActivity.Statement.Addresses.Other.County] |
| Other Address State (abbreviation) | For AR statements, the state abbreviation of the other address | Text | [CustomerActivity.Statement.Addresses.Other.State] |
| Other Address State (full name) | For AR statements, the state name of the other address | Text | [CustomerActivity.Statement.Addresses.Other.StateName] |
| Other Address Zip Code | For AR statements, the zip code of the other address | Number | [CustomerActivity.Statement.Addresses.Other.Zip] |
| Variable name | Data content/source | Format | Variable syntax |
|---|---|---|---|
| Amount | For AR statements, the current activity for the statement range | Amount | [CustomerActivity.Statement.CurrentActivity.Amount] |
| Date | For AR statements, the date of the invoice | Date | [CustomerActivity.Statement.CurrentActivity.Date] |
| Due Date | For AR statements, the due date of the invoice | Date | [CustomerActivity.Statement.CurrentActivity.DueDate] |
| Open Balance | For AR statements, the open balance of the invoice | Amount | [CustomerActivity.Statement.CurrentActivity.OpenBalance] |
| PO Number | For AR statements, the PO Number of the invoice | Text | [CustomerActivity.Statement.CurrentActivity.PONumber] |
| Reference | For AR statements, the reference of the invoice | Text | [CustomerActivity.Statement.CurrentActivity.Reference] |
| Type | For AR statements, the type of the invoice | Text | [CustomerActivity.Statement.CurrentActivity.Type] |
Statement Current Invoice Item Details
| Variable name | Data content/source | Format | Variable syntax |
|---|---|---|---|
| Amount | For AR statements, the amount of the invoice | Amount | [CustomerActivity.Statement.CurrentInvoiceItemDetails.Amount] |
| GL Account Number | For AR statements, the GL account of the invoice | Number | [CustomerActivity.Statement.CurrentInvoiceItemDetails.GLAccount] |
| GL Account Description | For AR statements, the GL account description of the invoice | Text | [CustomerActivity.Statement.CurrentInvoiceItemDetails.GLAccountDescription] |
| ID | For AR statements, the invoice Item ID of the invoice | Text | [CustomerActivity.Statement.CurrentInvoiceItemDetails.ID] |
| Date | For AR statements, the date of the invoice | Date | [CustomerActivity.Statement.CurrentInvoiceItemDetails.InvoiceDate] |
| PO Number | For AR statements, the PO number of the invoice | Text | [CustomerActivity.Statement.CurrentInvoiceItemDetails.InvoicePONumber] |
| Reference | For AR statements, the reference of the invoice | Text | [CustomerActivity.Statement.CurrentInvoiceItemDetails.InvoiceReference] |
| Non Discount | For AR statements, yes/no status for whether the discount applied of the invoice | Yes/no | [CustomerActivity.Statement.CurrentInvoiceItemDetails.NonDiscount] |
| Quantity | For AR statements, the quantity of the invoice | Amount | [CustomerActivity.Statement.CurrentInvoiceItemDetails.Quantity] |
| Rate | For AR statements, the rate of the invoice | Amount | [CustomerActivity.Statement.CurrentInvoiceItemDetails.Rate] |
| Tax Status | For AR statements, the tax status of the invoice | Text | [CustomerActivity.Statement.CurrentInvoiceItemDetails.TaxStatus] |
| Variable name | Data content/source | Format | Variable syntax |
|---|---|---|---|
| Date | For AR statements, the date of the invoice | Date | [CustomerActivity.Statement.CurrentInvoices.Date] |
| Discount Expiration Date | For AR statements, the discount expiration of the invoice | Date | [CustomerActivity.Statement.CurrentInvoices.DiscountExpirationDate] |
| Discount Remaining Amount | For AR statements, the remaining amount of the invoice | Amount | [CustomerActivity.Statement.CurrentInvoices.DiscountRemainingAmount] |
| Due Date | For AR statements, the due date of the invoice | Date | [CustomerActivity.Statement.CurrentInvoices.DueDate] |
| Gross Amount | For AR statements, the gross amount of the invoice | Amount | [CustomerActivity.Statement.CurrentInvoices.GrossAmount] |
| Open Balance | For AR statements, the open balance amount of the invoice | Amount | [CustomerActivity.Statement.CurrentInvoices.OpenBalance] |
| PO Number | For AR statements, the PO number of the invoice | Text | [CustomerActivity.Statement.CurrentInvoices.PONumber] |
| Reference | For AR statements, the reference number of the invoice | Text | [CustomerActivity.Statement.CurrentInvoices.Reference] |
| Sales Amount | For AR statements, the sales amount of the invoice | Amount | [CustomerActivity.Statement.CurrentInvoices.SalesAmount] |
| Sales Tax Amount | For AR statements, the sales tax amount of the invoice | Amount | [CustomerActivity.Statement.CurrentInvoices.SalesTaxAmount] |
| Shipping Amount | For AR statements, the shipping amount of the invoice | Amount | [CustomerActivity.Statement.CurrentInvoices.ShippingAmount] |
| Type | For AR statements, the invoice type of the invoice | Text | [CustomerActivity.Statement.CurrentInvoices.Type] |
| Variable name | Data content/source | Format | Variable syntax |
|---|---|---|---|
| Payment Amount | For AR statements, the current payment amount of the invoice | Amount | [CustomerActivity.Statement.CurrentPayments.Amount] |
| Payment Date | For AR statements, the current payment date of the invoice | Date | [CustomerActivity.Statement.CurrentPayments.Date] |
| Discount Honored Amount | For AR statements, the current payment discount honored | Amount | [CustomerActivity.Statement.CurrentPayments.DiscountHonoredAmount] |
| Open Balance | For AR statements, the current payment open balance | Amount | [CustomerActivity.Statement.CurrentPayments.OpenBalance] |
| Payment Reference | For AR statements, the current payment reference | Text | [CustomerActivity.Statement.CurrentPayments.Reference] |
| Payment Type | For AR statements, the current payment type | Text | [CustomerActivity.Statement.CurrentPayments.Type] |
| Variable name | Data content/source | Format | Variable syntax |
|---|---|---|---|
| Open Activity Amount | For AR statements, the open activity amount | Amount | [CustomerActivity.Statement.OpenActivity.Amount] |
| Date | For AR statements, the open activity date | Date | [CustomerActivity.Statement.OpenActivity.Date] |
| Due Date | For AR statements, the open activity date | Date | [CustomerActivity.Statement.OpenActivity.DueDate] |
| Open Balance | For AR statements, the open activity balance | Amount | [CustomerActivity.Statement.OpenActivity.OpenBalance] |
| PO Number | For AR statements, the open activity PO | Text | [CustomerActivity.Statement.OpenActivity.PONumber] |
| Reference | For AR statements, the open activity reference | Text | [CustomerActivity.Statement.OpenActivity.Reference] |
| Activity Type | For AR statements, the open activity type | Text | [CustomerActivity.Statement.OpenActivity.Type] |
| Variable name | Data content/source | Format | Variable syntax |
|---|---|---|---|
| Amount | For AR statements, the prior open activity amount | Amount | [CustomerActivity.Statement.PriorOpenActivity.Amount] |
| Date | For AR statements, the prior open activity date | Date | [CustomerActivity.Statement.PriorOpenActivity.Date] |
| Due Date | For AR statements, the prior open activity due date | Date | [CustomerActivity.Statement.PriorOpenActivity.DueDate] |
| Open Balance | For AR statements, the prior open activity open balance | Amount | [CustomerActivity.Statement.PriorOpenActivity.OpenBalance] |
| PO Number | For AR statements, the prior open activity PO number | Number | [CustomerActivity.Statement.PriorOpenActivity.PONumber] |
| Reference | For AR statements, the prior open activity reference | Text | [CustomerActivity.Statement.PriorOpenActivity.Reference] |
| Type | For AR statements, the prior open activity invoice type | Text | [CustomerActivity.Statement.PriorOpenActivity.Type] |
| Variable name | Data content/source | Format | Variable syntax |
|---|---|---|---|
| Customer EIN/SSN | For transactions made to a customer, the customer EIN or SSN, from Setup > Customers | Number | [CustomerActivity.Transaction.CustomerEINSSN] |
| Customer EIN/SSN (last four digits) | For transactions made to a customer, the last four digits of the customer EIN or SSN, from Setup > Customers | Number | [CustomerActivity.Transaction.CustomerEINSSNLastFourDigits] |
| Customer ID | For transactions made to a customer, the customer ID, From Setup > Customers | Number | [CustomerActivity.Transaction.CustomerID] |
| Customer Name | For transactions made to a customer, the customer name, From Setup > Customers | Text | [CustomerActivity.Transaction.CustomerName] |
| Date | For transactions made to a customer, the date | Date | [CustomerActivity.Transaction.Date] |
| Discount Amount | For transactions made to a customer, the discount amount | Amount | [CustomerActivity.Transaction.DiscountAmount] |
| Discount Expiration Date | For transactions made to a customer, the discount expiration date | Date | [CustomerActivity.Transaction.DiscountExpirationDate] |
| Discount Honored Amount | For transactions made to a customer, the discount honored amount | Amount | [CustomerActivity.Transaction.DiscountHonoredAmount] |
| Discount Remaining Amount | For transactions made to a customer, the discount remaining amount | Amount | [CustomerActivity.Transaction.DiscountRemainingAmount] |
| Due Date | For transactions made to a customer, the due date | Date | [CustomerActivity.Transaction.DueDate] |
| GL AR Account Number | For transactions made to a customer, the AR GL account | Number | [CustomerActivity.Transaction.GLARAccount] |
| GL AR Account Description | For transactions made to a customer, the AR GL account description | Text | [CustomerActivity.Transaction.GLARAccountDescription] |
| GL Discount Account Number | For transactions made to a customer, the discount GL account | Number | [CustomerActivity.Transaction.GLDiscountAccount] |
| Discount Account Description | For transactions made to a customer, the discount GL account description | Text | [CustomerActivity.Transaction.GLDiscountAccountDescription] |
| Gross Amount | For transactions made to a customer, the gross amount | Amount | [CustomerActivity.Transaction.GrossAmount] |
| Gross Open Balance | For transactions made to a customer, the gross open amount | Amount | [CustomerActivity.Transaction.GrossOpenBalance] |
| Journal Code | For transactions made to a customer, the journal code | Text | [CustomerActivity.Transaction.JournalCode] |
| Journal Description | For transactions made to a customer, the journal description | Text | [CustomerActivity.Transaction.JournalDescription] |
| Logo | For transactions made to a customer, the client logo image from Setup > Clients | Image | [CustomerActivity.Transaction.Logo] |
| Transaction Memo | For transactions made to a customer, the memo | Text | [CustomerActivity.Transaction.Message] |
| Net Amount | For transactions made to a customer, the net amount | Amount | [CustomerActivity.Transaction.NetAmount] |
| Net Open Balance | For transactions made to a customer, the net open balance | Amount | [CustomerActivity.Transaction.NetOpenBalance] |
| Open Balance | For transactions made to a customer, the open balance | Amount | [CustomerActivity.Transaction.OpenBalance] |
| Paid Amount | For transactions made to a customer, the paid amount | Amount | [CustomerActivity.Transaction.PaidAmount] |
| Paid Sales Amount | For transactions made to a customer, the paid sales amount | Amount | [CustomerActivity.Transaction.PaidSalesAmount] |
| Paid Sales Tax Amount | For transactions made to a customer, the paid sales tax amount | Amount | [CustomerActivity.Transaction.PaidSalesTaxAmount] |
| Paid Shipping Amount | For transactions made to a customer, the paid shipping amount | Amount | [CustomerActivity.Transaction.PaidShippingAmount] |
| Payment Term Description | For transactions made to a customer, the payment term description | Text | [CustomerActivity.Transaction.PaymentTermDescription] |
| Payment Term ID | For transactions made to a customer, the payment term ID | Text | [CustomerActivity.Transaction.PaymentTermID] |
| PO Number | For transactions made to a customer, the PO # | Text | [CustomerActivity.Transaction.PONumber] |
| Posting Period | For transactions made to a customer, the posting period | Date | [CustomerActivity.Transaction.PostingPeriod] |
| Reference | For transactions made to a customer, the reference number | Text | [CustomerActivity.Transaction.Reference] |
| Sales Amount | For transactions made to a customer, the sales amount | Amount | [CustomerActivity.Transaction.SalesAmount] |
| Sales Tax Amount | For transactions made to a customer, the sales tax amount | Amount | [CustomerActivity.Transaction.SalesTaxAmount] |
| Sales Tax Item Description | For transactions made to a customer, the sales tax description | Text | [CustomerActivity.Transaction.SalesTaxItemDescription] |
| Sales Tax Item ID | For transactions made to a customer, the sales tax item ID | Text | [CustomerActivity.Transaction.SalesTaxItemID] |
| Sales Tax Rate | For transactions made to a customer, the sales tax rate | Amount | [CustomerActivity.Transaction.SalesTaxRate] |
| Shipping Amount | For transactions made to a customer, the shipping amount | Amount | [CustomerActivity.Transaction.ShippingAmount] |
| Shipping Date | For transactions made to a customer, the shipping date | Date | [CustomerActivity.Transaction.ShippingDate] |
| Shipping Item Description | For transactions made to a customer, the shipping item description | Text | [CustomerActivity.Transaction.ShippingItemDescription] |
| Shipping Item ID | For transactions made to a customer, the shipping item ID | Text | [CustomerActivity.Transaction.ShippingItemID] |
| Shipping Name | For transactions made to a customer, the shipping name | Text | [CustomerActivity.Transaction.ShippingName] |
| Shipping Salutation | For transactions made to a customer, the shipping salutation | Text | [CustomerActivity.Transaction.ShippingSalutation] |
| Total Item Quantity | For transactions made to a customer, the total item quantity | Amount | [CustomerActivity.Transaction.TotalItemQuantity] |
| Transaction Type | For transactions made to a customer, the transaction type | Text | [CustomerActivity.Transaction.Type] |
| Variable name | Data content/source | Format | Variable syntax |
|---|---|---|---|
| Billing Address Line 1 | For transactions made to a customer, the first line of the billing address | Text | [CustomerActivity.Transaction.Addresses.Billing.AddressLine1] |
| Billing Address Line 1 and Line 2 | For transactions made to a customer, the first and second lines of the billing address | Text | [CustomerActivity.Transaction.Addresses.Billing.AddressLine1andAddressLine2] |
| Billing Address Line 2 | For transactions made to a customer, the second line of the billing address | Text | [CustomerActivity.Transaction.Addresses.Billing.AddressLine2] |
| Billing Address City | For transactions made to a customer, the city of the billing address | Text | [CustomerActivity.Transaction.Addresses.Billing.City] |
| Billing Address City, State and Zip | For transactions made to a customer, the city, state and zip code of the billing address | Text | [CustomerActivity.Transaction.Addresses.Billing.CityStateandZip] |
| Complete Billing Address | For transactions made to a customer, the complete billing address | Text | [CustomerActivity.Transaction.Addresses.Billing.CompleteAddress] |
| Complete Billing Address (single line) | For transactions made to a customer, the complete billing address on a single line | Text | [CustomerActivity.Transaction.Addresses.Billing.CompleteAddressSingleLine] |
| Billing Address Country | For transactions made to a customer, the country of the billing address | Text | [CustomerActivity.Transaction.Addresses.Billing.Country] |
| Billing Address County | For transactions made to a customer, the county of the billing address | Text | [CustomerActivity.Transaction.Addresses.Billing.County] |
| Billing Address State (abbreviation) | For transactions made to a customer, the state abbreviation of the billing address | Text | [CustomerActivity.Transaction.Addresses.Billing.State] |
| Billing Address State (full name) | For transactions made to a customer, the state name of the billing address | Text | [CustomerActivity.Transaction.Addresses.Billing.StateName] |
| Billing Address Zip Code | For transactions made to a customer, the zip code of the billing address | Number | [CustomerActivity.Transaction.Addresses.Billing.Zip] |
| Shipping Address Line 1 | For transactions made to a customer, the first line of the shipping address | Text | [CustomerActivity.Transaction.Addresses.Shipping.AddressLine1] |
| Shipping Address Line 1 and Line 2 | For transactions made to a customer, the first and second lines of the shipping address | Text | [CustomerActivity.Transaction.Addresses.Shipping.AddressLine1andAddressLine2] |
| Shipping Address Line 2 | For transactions made to a customer, the second line of the shipping address | Text | [CustomerActivity.Transaction.Addresses.Shipping.AddressLine2] |
| Shipping Address City | For transactions made to a customer, the city of the shipping address | Text | [CustomerActivity.Transaction.Addresses.Shipping.City] |
| Shipping Address City, State and Zip | For transactions made to a customer, the city, state and zip code of the shipping address | Text | [CustomerActivity.Transaction.Addresses.Shipping.CityStateandZip] |
| Complete Shipping Address | For transactions made to a customer, the complete shipping address | Text | [CustomerActivity.Transaction.Addresses.Shipping.CompleteAddress] |
| Complete Shipping Address (single line) | For transactions made to a customer, the complete shipping address on a single line | Text | [CustomerActivity.Transaction.Addresses.Shipping.CompleteAddressSingleLine] |
| Shipping Address Country | For transactions made to a customer, the country of the shipping address | Text | [CustomerActivity.Transaction.Addresses.Shipping.Country] |
| Shipping Address County | For transactions made to a customer, the county of the shipping address | Text | [CustomerActivity.Transaction.Addresses.Shipping.County] |
| Shipping Address State (abbreviation) | For transactions made to a customer, the state abbreviation of the shipping address | Text | [CustomerActivity.Transaction.Addresses.Shipping.State] |
| Shipping Address State (full name) | For transactions made to a customer, the state name of the shipping address | Text | [CustomerActivity.Transaction.Addresses.Shipping.StateName] |
| Shipping Address Zip Code | For transactions made to a customer, the zip code of the shipping address | Number | [CustomerActivity.Transaction.Addresses.Shipping.Zip] |
| Variable name | Data content/source | Format | Variable syntax |
|---|---|---|---|
| Amount | For transactions made to a customer, the applied invoice amount | Amount | [CustomerActivity.Transaction.AppliedInvoices.Amount] |
| Invoice Application Date | For transactions made to a customer, the applied invoice application date | Date | [CustomerActivity.Transaction.AppliedInvoices.ApplicationDate] |
| Discount Expiration Date | For transactions made to a customer, the transaction discount expiration date | Date | [CustomerActivity.Transaction.AppliedInvoices.DiscountExpirationDate] |
| Discount Honored Amount | For transactions made to a customer, the discount honored amount | Amount | [CustomerActivity.Transaction.AppliedInvoices.DiscountHonoredAmount] |
| GL AR Account | For transactions made to a customer, the applied invoice GL AR account | Number | [CustomerActivity.Transaction.AppliedInvoices.GLARAccount] |
| GL AR Account Description | For transactions made to a customer, the applied invoice GL AR account description | Text | [CustomerActivity.Transaction.AppliedInvoices.GLARAccountDescription] |
| Date | For transactions made to a customer, the applied invoice date | Date | [CustomerActivity.Transaction.AppliedInvoices.InvoiceDate] |
| Due Date | For transactions made to a customer, the applied invoice due date | Date | [CustomerActivity.Transaction.AppliedInvoices.InvoiceDueDate] |
| Journal Code | For transactions made to a customer, the applied invoice journal code | Text | [CustomerActivity.Transaction.AppliedInvoices.JournalCode] |
| Journal Description | For transactions made to a customer, the applied invoice journal code description | Text | [CustomerActivity.Transaction.AppliedInvoices.JournalDescription] |
| PO Number | For transactions made to a customer, the applied invoice PO # | Text | [CustomerActivity.Transaction.AppliedInvoices.PONumber] |
| Posting Period | For transactions made to a customer, the applied invoice Posting Period | Date | [CustomerActivity.Transaction.AppliedInvoices.PostingPeriod] |
| Reference | For transactions made to a customer, the applied invoice reference | Text | [CustomerActivity.Transaction.AppliedInvoices.Reference] |
| Amount | For transactions made to a customer, the applied sales tax item amount | Amount | [CustomerActivity.Transaction.AppliedInvoices.SalesTaxItems.Amount] |
| Description | For transactions made to a customer, the applied sales tax item description | Text | [CustomerActivity.Transaction.AppliedInvoices.SalesTaxItems.Description] |
| GL Account | For transactions made to a customer, the applied sales tax item GL account | Number | [CustomerActivity.Transaction.AppliedInvoices.SalesTaxItems.GLAccount] |
| GL Account Description | For transactions made to a customer, the applied sales tax item GL account description | Text | [CustomerActivity.Transaction.AppliedInvoices.SalesTaxItems.GLAccountDescription] |
| ID | For transactions made to a customer, the applied sales tax item ID | Text | [CustomerActivity.Transaction.AppliedInvoices.SalesTaxItems.ID] |
| Invoice Amount | For transactions made to a customer, the applied sales tax item invoice amount | Amount | [CustomerActivity.Transaction.AppliedInvoices.SalesTaxItems.InvoiceAmount] |
| Invoice Sales Amount | For transactions made to a customer, the applied sales tax item invoice sale amount | Amount | [CustomerActivity.Transaction.AppliedInvoices.SalesTaxItems.InvoiceSalesAmount] |
| Invoice Shipping Amount | For transactions made to a customer, the applied sales tax item invoice shipping amount | Amount | [CustomerActivity.Transaction.AppliedInvoices.SalesTaxItems.InvoiceShippingAmount] |
| Rate | For transactions made to a customer, the applied sales tax item rate | Amount | [CustomerActivity.Transaction.AppliedInvoices.SalesTaxItems.Rate] |
| Sales Tax Description | For transactions made to a customer, the applied sales tax item | Text | [CustomerActivity.Transaction.AppliedInvoices.SalesTaxItems.SalesTaxDescription] |
| Tax Exempt Amount | For transactions made to a customer, the applied sales tax item tax exempt amount | Amount | [CustomerActivity.Transaction.AppliedInvoices.SalesTaxItems.TaxExemptAmount] |
| Tax Exempt Sales Amount | For transactions made to a customer, the applied sales tax item tax exempt sales amount | Amount | [CustomerActivity.Transaction.AppliedInvoices.SalesTaxItems.TaxExemptSalesAmount] |
| Tax Exempt Shipping Amount | For transactions made to a customer, the applied sales tax item tax exempt shipping amount | Amount | [CustomerActivity.Transaction.AppliedInvoices.SalesTaxItems.TaxExemptShippingAmount] |
| Taxable Amount | For transactions made to a customer, the applied sales tax item taxable amount | Amount | [CustomerActivity.Transaction.AppliedInvoices.SalesTaxItems.TaxableAmount] |
| Taxable Sales Amount | For transactions made to a customer, the applied sales tax item taxable sales amount | Amount | [CustomerActivity.Transaction.AppliedInvoices.SalesTaxItems.TaxableSalesAmount] |
| Taxable Shipping Amount | For transactions made to a customer, the applied sales tax item taxable shipping amount | Amount | [CustomerActivity.Transaction.AppliedInvoices.SalesTaxItems.TaxableShippingAmount] |
| Variable name | Data content/source | Format | Variable syntax |
|---|---|---|---|
| Amount | For transactions made to a customer, the applied payment amount | Amount | [CustomerActivity.Transaction.AppliedPayments.Amount] |
| Application Date | For transactions made to a customer, the applied payment date | Date | [CustomerActivity.Transaction.AppliedPayments.ApplicationDate] |
| Payment Description | For transactions made to a customer, the applied payment description | Text | [CustomerActivity.Transaction.AppliedPayments.Description] |
| Discount Honored Amount | For transactions made to a customer, the applied payment discount honored amount | Amount | [CustomerActivity.Transaction.AppliedPayments.DiscountHonoredAmount] |
| GL Credit Account | For transactions made to a customer, the applied payment GL Credit Account | Number | [CustomerActivity.Transaction.AppliedPayments.GLCreditAccount] |
| GL Credit Account Description | For transactions made to a customer, the applied payment GL credit Account description | Text | [CustomerActivity.Transaction.AppliedPayments.GLCreditAccountDescription] |
| Journal Code | For transactions made to a customer, the applied payment journal code | Text | [CustomerActivity.Transaction.AppliedPayments.JournalCode] |
| Journal Description | For transactions made to a customer, the applied payment journal code description | Text | [CustomerActivity.Transaction.AppliedPayments.JournalDescription] |
| Applied Payment Date | For transactions made to a customer, the applied payment date | Date | [CustomerActivity.Transaction.AppliedPayments.PaymentDate] |
| Applied Payment Type | For transactions made to a customer, the applied payment type | Text | [CustomerActivity.Transaction.AppliedPayments.PaymentType] |
| Posting Period | For transactions made to a customer, the applied payment posting period | Date | [CustomerActivity.Transaction.AppliedPayments.PostingPeriod] |
| Reference | For transactions made to a customer, the applied payment reference number | Text | [CustomerActivity.Transaction.AppliedPayments.Reference] |
| Variable name | Data content/source | Format | Variable syntax |
|---|---|---|---|
| Amount | For transactions made to a customer, the item amount | Amount | [CustomerActivity.Transaction.Items.Amount] |
| Cost | For transactions made to a customer, the item cost | Amount | [CustomerActivity.Transaction.Items.Cost] |
| Cost Per Unit | For transactions made to a customer, the item cost per unit | Amount | [CustomerActivity.Transaction.Items.CostperUnit] |
| Description | For transactions made to a customer, the item description | Text | [CustomerActivity.Transaction.Items.Description] |
| GL Account | For transactions made to a customer, the item GL account number | Number | [CustomerActivity.Transaction.Items.GLAccount] |
| GL Account Description | For transactions made to a customer, the item GL account description | Text | [CustomerActivity.Transaction.Items.GLAccountDescription |
| Item ID | For transactions made to a customer, the item ID | Text | [CustomerActivity.Transaction.Items.ID] |
| Non Discount | For transactions made to a customer, yes/no status for whether the discount applied | Yes/no | [CustomerActivity.Transaction.Items.NonDiscount] |
| Quantity | For transactions made to a customer, the item quantity | Amount | [CustomerActivity.Transaction.Items.Quantity] |
| Rate | For transactions made to a customer, the item rate | Amount | [CustomerActivity.Transaction.Items.Rate] |
| Tax Status | For transactions made to a customer, the item tax status | Text | [CustomerActivity.Transaction.Items.TaxStatus] |
| Variable name | Data content/source | Format | Variable syntax |
|---|---|---|---|
| Amount | For transactions made to a customer, the sales tax item amount | Amount | [CustomerActivity.Transaction.SalesTaxItems.Amount] |
| Description | For transactions made to a customer, the sales tax item description | Text | [CustomerActivity.Transaction.SalesTaxItems.Description] |
| GL Account | For transactions made to a customer, the sales tax item GL account | Number | [CustomerActivity.Transaction.SalesTaxItems.GLAccount] |
| GL Account Description | For transactions made to a customer, the sales tax item GL account description | Text | [CustomerActivity.Transaction.SalesTaxItems.GLAccountDescription] |
| ID | For transactions made to a customer, the sales tax item ID | Text | [CustomerActivity.Transaction.SalesTaxItems.ID] |
| Invoice Amount | For transactions made to a customer, the sales tax item invoice amount | Amount | [CustomerActivity.Transaction.SalesTaxItems.InvoiceAmount] |
| Invoice Sales Amount | For transactions made to a customer, the sales tax item invoice sales amount | Amount | [CustomerActivity.Transaction.SalesTaxItems.InvoiceSalesAmount] |
| Invoice Shipping Amount | For transactions made to a customer, the sales tax item invoice shipping amount | Amount | [CustomerActivity.Transaction.SalesTaxItems.InvoiceShippingAmount] |
| Paid Amount | For transactions made to a customer, the sales tax item paid amount | Amount | [CustomerActivity.Transaction.SalesTaxItems.PaidAmount] |
| Paid Invoice Amount | For transactions made to a customer, the sales tax item paid invoice amount | Amount | [CustomerActivity.Transaction.SalesTaxItems.PaidInvoiceAmount] |
| Paid Invoice Sales Amount | For transactions made to a customer, the sales tax item paid invoice sales amount | Amount | [CustomerActivity.Transaction.SalesTaxItems.PaidInvoiceSalesAmount] |
| Paid Invoice Shipping Amount | For transactions made to a customer, the sales tax item paid invoice shipping amount | Amount | [CustomerActivity.Transaction.SalesTaxItems.PaidInvoiceShippingAmount] |
| Rate | For transactions made to a customer, the sales tax item rate | Amount | [CustomerActivity.Transaction.SalesTaxItems.Rate] |
| Description | For transactions made to a customer, the sales tax item description | Text | [CustomerActivity.Transaction.SalesTaxItems.SalesTaxDescription] |
| Tax Exempt Amount | For transactions made to a customer, the sales tax item tax exempt amount | Amount | [CustomerActivity.Transaction.SalesTaxItems.TaxExemptAmount] |
| Tax Exempt Sales Amount | For transactions made to a customer, the sales tax item tax exempt sales amount | Amount | [CustomerActivity.Transaction.SalesTaxItems.TaxExemptSalesAmount] |
| Tax Exempt Shipping Amount | For transactions made to a customer, the sales tax item tax exempt shipping amount | Amount | [CustomerActivity.Transaction.SalesTaxItems.TaxExemptShippingAmount] |
| Taxable Amount | For transactions made to a customer, the sales tax item taxable amount | Amount | [CustomerActivity.Transaction.SalesTaxItems.TaxableAmount] |
| Taxable Sales Amount | For transactions made to a customer, the sales tax item taxable sales amount | Amount | [CustomerActivity.Transaction.SalesTaxItems.TaxableSalesAmount] |
| Taxable Shipping Amount | For transactions made to a customer, the sales tax item taxable shipping amount | Amount | [CustomerActivity.Transaction.SalesTaxItems.TaxableShippingAmount] |
See also: Report Designer: Procedures
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