Report Designer: Customer variables

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The Customer variables available from the Report Designer can be inserted into reports or statements to display information about the setup of AP customers. 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
EIN or SSN The customer EIN or SSN from Setup > Customers Number [Customer.EINSSN]
EIN or SSN (last four digits) The last four digits of the customer EIN or SSN from Setup > Customers Number [Customer.EINSSNLastFourDigits]
ID The customer ID from Setup > Customers Text [Customer.ID]
Inactive Date The inactive date from Setup > Customers Date [Customer.InactiveDate]
Inactive Reason The inactive reason field from Setup > Customers Text [Customer.InactiveReason]
Name The customer name from Setup > Customers Text [Customer.Name]
Status The status of the customer (active/inactive) based on the inactive date field on Setup > Customers Text [Customer.Status]
Tax Exempt Number The tax exempt number from Setup > Customers Text [Customer.TaxExemptNumber]
Variable name Data content/source Format Variable syntax
Credit Hold The Credit hold checkbox on Setup > Customers Yes/no [Customer.AccountsReceivable.AccountStatus.CreditHold]
Credit Hold Explanation The credit hold explanation field on Setup > Customers Text [Customer.AccountsReceivable.AccountStatus.CreditHoldExplanation]
Credit Limit Amount The credit limit from Setup > Customers Amount [Customer.AccountsReceivable.AccountStatus.CreditLimitAmount]
Credit Limit Prompt Prompt when credit limit is met or exceeded checkbox on Setup > Customers Yes/no [Customer.AccountsReceivable.AccountStatus.CreditLimitPromptWhenMet]
AR Beginning Balance The beginning balance from Setup > Customers Amount [Customer.AccountsReceivable.BeginningBalance.Amount]
Finance Charge Description The finance charge description field on Setup > Customers Text [Customer.AccountsReceivable.InvoiceInformation.FinanceChargeDescription]
Finance Charge ID The finance charge ID from Setup > Customers Text [Customer.AccountsReceivable.InvoiceInformation.FinanceChargeID]
GL AR Account Number The accounts receivable GL account number from Setup > Customers Text [Customer.AccountsReceivable.InvoiceInformation.GLAccountsReceivableAccount]
GL AR Account Description The accounts receivable GL account description from Setup > Customers Text [Customer.AccountsRecievable.InvoiceInformation.GLAccountsReceiveableAccountDescription]
Invoice Message The message field from Setup > Customers Text [Customer.AccountsReceivable.InvoiceInformation.Message]
Payment Term Description The payment term description from Setup > Customers Text [Customer.AccountsReceivable.InvoiceInformation.PaymentTermDescription]
Payment Term ID The payment term ID from Setup > Customers Text [Customer.AccountsReceivable.InvoiceInformation.PaymentTermID]
PO Number The PO # field from Setup > Customers Text [Customer.AccountsReceivable.InvoiceInformation.PONumber]
Sales Tax Item Description The sales tax item description from Setup > Customers Text [Customer.AccountsReceivable.InvoiceInformation.SalesTaxItemDescription]
Sales Tax Item ID The sales tax item ID from Setup > Customers Text [Customer.AccountsReceivable.InvoiceInformation.SalesTaxItemID]
Shipping Item Description The shipping item description from Setup > Customers Text [Customer.AccountsReceivable.InvoiceInformation.ShippingItemDescription]
Shipping Item ID The shipping item ID from Setup > Customers Text [Customer.AccountsReceivable.InvoiceInformation.ShippingItemID]
Variable name Data content/source Format Variable syntax
Company The company of the additional contact from Setup > Customers Text [Customer.AdditionalContacts.Company]
Name The name of the additional contact from Setup > Customers Text [Customer.AdditionalContacts.Name]
Salutation The salutation of the additional contact from Setup > Customers Text [Customer.AdditionalContacts.Salutation]
Title The title of the additional contact from Setup > Customers Text [Customer.AdditionalContacts.Title]
Business Address Line 1 The first line of the additional contact business address from Setup > Customers Text [Customer.AdditionalContacts.Business.AddressLine1]
Business Address Line 1 and Line 2 The first and second lines of the additional contact business address from Setup > Customers Text [Customer.AdditionalContacts.Business.AddressLine1andAddressLine2]
Business Address Line 2 The second line of the additional contact business address from Setup > Customers Text [Customer.AdditionalContacts.Business.AddressLine2]
Business Address City The city of the additional contact business address from Setup > Customers Text [Customer.AdditionalContacts.Business.City]
Business Address Cit, State and Zip The city, state, and zip code of the additional contact business address from Setup > Customers Text [Customer.AdditionalContacts.Business.CityStateandZip]
Complete Business Address The complete business address of the additional contact from Setup > Customers Text [Customer.AdditionalContacts.Business.CompleteAddress]
Complete Business Address (single line) The complete business address of the additional contact on a single line from Setup > Customers Text [Customer.AdditionalContacts.Business.CompleteAddressSingleLine]
Business Address Country The country of the additional contact business address from Setup > Customers Text [Customer.AdditionalContacts.Business.Country]
Business Address County The county of the additional contact business address from Setup > Customers Text [Customer.AdditionalContacts.Business.County]
Business Address State (abbreviation) The state abbreviation of the additional contact business address from Setup > Customers Text [Customer.AdditionalContacts.Business.State]
Business Address State (full name) The state name of the additional contact business address from Setup > Customers Text [Customer.AdditionalContacts.Business.StateName]
Business Address Zip Code The zip code of the additional contact business address from Setup > Customers Number [Customer.AdditionalContacts.Business.Zip]
Home Address Line 1 The first line of the additional contact home address from Setup > Customers Text [Customer.AdditionalContacts.Home.AddressLine1]
Home Address Line 1 and Line 2 The first and second lines of the additional contact home address from Setup > Customers Text [Customer.AdditionalContacts.Home.AddressLine1andAddressLine2]
Home Address Line 2 The second line of the additional contact home address from Setup > Customers Text [Customer.AdditionalContacts.Home.AddressLine2]
Home Address City The city of the additional contact home address from Setup > Customers Text [Customer.AdditionalContacts.Home.City]
Home Address City, State and Zip The city, state, and zip code of the additional contact home address from Setup > Customers Text [Customer.AdditionalContacts.Home.CityStateandZip]
Complete Home Address The complete home address of the additional contact from Setup > Customers Text [Customer.AdditionalContacts.Home.CompleteAddress]
Complete Home Address (single line) The complete home address of the additional contact on a single line from Setup > Customers Text [Customer.AdditionalContacts.Home.CompleteAddressSingleLine]
Home Address Country The country of the additional contact home address from Setup > Customers Text [Customer.AdditionalContacts.Home.Country]
Home Address County The county of the additional contact home address from Setup > Customers Text [Customer.AdditionalContacts.Home.County]
Home Address State (abbreviation) The state abbreviation of the additional contact home address from Setup > Customers Text [Customer.AdditionalContacts.Home.State]
Home Address State (full name) The state name of the additional contact home address from Setup > Customers Text [Customer.AdditionalContacts.Home.StateName]
Home Address Zip Code The zip code of the additional contact home address from Setup > Customers Number [Customer.AdditionalContacts.Home.Zip]
Mailing Address Line 1 The first line of the additional contact mailing address from Setup > Customers Text [Customer.AdditionalContacts.Mailing.AddressLine1]
Mailing Address Line 1 and Line 2 The first and second lines of the additional contact mailing address from Setup > Customers Text [Customer.AdditionalContacts.Mailing.AddressLine1andAddressLine2]
Mailing Address Line 2 The second line of the additional contact mailing address from Setup > Customers Text [Customer.AdditionalContacts.Mailing.AddressLine2]
Mailing Address City The city of the additional contact mailing address from Setup > Customers Text [Customer.AdditionalContacts.Mailing.City]
Mailing Address City, State and Zip The city, state, and zip code of the additional contact mailing address from Setup > Customers Text [Customer.AdditionalContacts.Mailing.CityStateandZip]
Complete Mailing Address The complete mailing address of the additional contact from Setup > Customers Text [Customer.AdditionalContacts.Mailing.CompleteAddress]
Complete Mailing Address (single line) The complete mailing address of the additional contact on a single line from Setup > Customers Text [Customer.AdditionalContacts.Mailing.CompleteAddressSingleLine]
Mailing Address Country The country of the additional contact mailing address from Setup > Customers Text [Customer.AdditionalContacts.Mailing.Country]
Mailing Address County The county of the additional contact mailing address from Setup > Customers Text [Customer.AdditionalContacts.Mailing.County]
Mailing Address State (abbreviation) The state abbreviation of the additional contact mailing address from Setup > Customers Text [Customer.AdditionalContacts.Mailing.State]
Mailing Address State (full name) The state name of the additional contact mailing address from Setup > Customers Text [Customer.AdditionalContacts.Mailing.StateName]
Mailing Address Zip Code The zip code of the additional contact mailing address from Setup > Customers Number [Customer.AdditionalContacts.Mailing.Zip]
Other Address Line 1 The first line of the additional contact other address from Setup > Customers Text [Customer.AdditionalContacts.Other.AddressLine1]
Other Address Line 1 and Line 2 The first and second lines of the additional contact other address from Setup > Customers Text [Customer.AdditionalContacts.Other.AddressLine1andAddressLine2]
Other Address Line 2 The second line of the additional contact other address from Setup > Customers Text [Customer.AdditionalContacts.Other.AddressLine2]
Other Address City The city of the additional contact other address from Setup > Customers Text [Customer.AdditionalContacts.Other.City]
Other Address City, State and Zip The city, state, and zip code of the additional contact other address from Setup > Customers Text [Customer.AdditionalContacts.Other.CityStateandZip]
Complete Other Address The complete other address of the additional contact from Setup > Customers Text [Customer.AdditionalContacts.Other.CompleteAddress]
Complete Other Address (single line) The complete other address of the additional contact on a single line from Setup > Customers Text [Customer.AdditionalContacts.Other.CompleteAddressSingleLine]
Other Address Country The country of the additional contact other address from Setup > Customers Text [Customer.AdditionalContacts.Other.Country]
Other Address County The county of the additional contact other address from Setup > Customers Text [Customer.AdditionalContacts.Other.County]
Other Address State (abbreviation) The state abbreviation of the additional contact other address from Setup > Customers Text [Customer.AdditionalContacts.Other.State]
Other Address State (full name) The state name of the additional contact other address from Setup > Customers Text [Customer.AdditionalContacts.Other.StateName]
Other Address Zip Code The zip code of the additional contact other address from Setup > Customers Number [Customer.AdditionalContacts.Other.Zip]
Email The additional contact email address from Setup > Customers Text [Customer.AdditionalContacts.Email]
Website The additional contact website from Setup > Customers Text [Customer.AdditionalContacts.Website]
Business Extension The additional contact business extension from Setup > Customers Number [Customer.AdditionalContacts.Business.Extension]
Business Number The additional contact business number from Setup > Customers Number [Customer.AdditionalContacts.Business.Number]
Business Number and Extension The additional contact business number and extension from Setup > Customers Number [Customer.AdditionalContacts.Business.NumberandExtension]
Car Extension The additional contact car extension from Setup > Customers Number [Customer.AdditionalContacts.Car.Extension]
Car Number The additional contact car number from Setup > Customers Number [Customer.AdditionalContacts.Car.Number]
Car Number and Extension The additional contact car number and extension from Setup > Customers Number [Customer.AdditionalContacts.Car.NumberandExtension]
Fax Extension The additional contact fax extension from Setup > Customers Number [Customer.AdditionalContacts.Fax.Extension]
Fax Number The additional contact fax number from Setup > Customers Number [Customer.AdditionalContacts.Fax.Number]
Fax Number and Extension The additional contact fax number and extension from Setup > Customers Number [Customer.AdditionalContacts.Fax.NumberandExtension]
Home Extension The additional contact home extension from Setup > Customers Number [Customer.AdditionalContacts.Home.Extension]
Home Number The additional contact home number from Setup > Customers Number [Customer.AdditionalContacts.Home.Number]
Home Number and Extension The additional contact home number and extension from Setup > Customers Number [Customer.AdditionalContacts.Home.NumberandExtension]
Mobile Extension The additional contact mobile extension from Setup > Customers Number [Customer.AdditionalContacts.Mobile.Extension]
Mobile Number The additional contact mobile number from Setup > Customers Number [Customer.AdditionalContacts.Mobile.Number]
Mobile Number and Extension The additional contact mobile number and extension from Setup > Customers Number [Customer.AdditionalContacts.Mobile.NumberandExtension]
Other Extension The additional contact other extension from Setup > Customers Number [Customer.AdditionalContacts.Other.Extension]
Other Number The additional contact other number from Setup > Customers Number [Customer.AdditionalContacts.Other.Number]
Other Number and Extension The additional contact other number and extension from Setup > Customers Number [Customer.AdditionalContacts.Other.NumberandExtension]
Pager Extension The additional contact pager extension from Setup > Customers Number [Customer.AdditionalContacts.Pager.Extension]
Pager Number The additional contact pager number from Setup > Customers Number [Customer.AdditionalContacts.Pager.Number]
Pager Number and Extension The additional contact pager number and extension from Setup > Customers Number [Customer.AdditionalContacts.Pager.NumberandExtension]
Variable name Data content/source Format Variable syntax
Billing Address Line 1 The first line of the customer billing address from Setup > Customers Text [Customer.Billing.AddressLine1]
Billing Address Line 1 and Line 2 The first and second lines of the customer billing address from Setup > Customers Text [Customer.Billing.AddressLine1andAddressLine2]
Billing Address Line 2 The second line of the customer billing address from Setup > Customers Text [Customer.Billing.AddressLine2]
Billing Address City The city of the customer billing address from Setup > Customers Text [Customer.Billing.City]
Billing Address City, State and Zip The city, state, and zip code of the customer billing address from Setup > Customers Text [Customer.Billing.CityStateandZip]
Complete Billing Address The complete customer billing address from Setup > Customers Text [Customer.Billing.CompleteAddress]
Complete Billing Address (single line) The complete customer billing address on a single line from Setup > Customers Text [Customer.Billing.CompleteAddressSingleLine]
Billing Address Country The country of the customer billing address from Setup > Customers Text [Customer.Billing.Country]
Billing Address County The county of the customer billing address from Setup > Customers Text [Customer.Billing.County]
Billing Address State (abbreviation) The state abbreviation of the customer billing address from Setup > Customers Text [Customer.Billing.State]
Billing Address State (full name) The state name of the customer billing address from Setup > Customers Text [Customer.Billing.StateName]
Billing Address Zip Code The zip code of the customer billing address from Setup > Customers Number [Customer.Billing.Zip]
Business Address Line 1 The first line of the customer business address from Setup > Customers Text [Customer.Business.AddressLine1]
Business Address Line 1 and Line 2 The first and second lines of the customer business address from Setup > Customers Text [Customer.Business.AddressLine1andAddressLine2]
Business Address Line 2 The second line of the customer business address from Setup > Customers Text [Customer.Business.AddressLine2]
Business Address City The city of the customer business address from Setup > Customers Text [Customer.Business.City]
Business Address City, State and Zip The city, state, and zip code of the customer business address from Setup > Customers Text [Customer.Business.CityStateandZip]
Complete Business Address The complete customer business address from Setup > Customers Text [Customer.Business.CompleteAddress]
Complete Business Address (single line) The complete customer business address on a single line from Setup > Customers Text [Customer.Business.CompleteAddressSingleLine]
Business Address Country The country of the customer business address from Setup > Customers Text [Customer.Business.Country]
Business Address County The county of the customer business address from Setup > Customers Text [Customer.Business.County]
Business Address State (abbreviation) The state abbreviation of the customer business address from Setup > Customers Text [Customer.Business.State]
Business Address State (full name) The state name of the customer business address from Setup > Customers Text [Customer.Business.StateName]
Business Address Zip Code The zip code of the customer business address from Setup > Customers Number [Customer.Business.Zip]
Home Address Line 1 The first line of the customer home address from Setup > Customers Text [Customer.Home.AddressLine1]
Home Address Line 1 and Line 2 The first and second lines of the customer home address from Setup > Customers Text [Customer.Home.AddressLine1andAddressLine2]
Home Address Line 2 The second line of the customer home address from Setup > Customers Text [Customer.Home.AddressLine2]
Home Address City The city of the customer home address from Setup > Customers Text [Customer.Home.City]
Home Address City, State and Zip The city, state, and zip code of the customer home address from Setup > Customers Text [Customer.Home.CityStateandZip]
Complete Home Address The complete customer home address from Setup > Customers Text [Customer.Home.CompleteAddress]
Complete Home Address (single line) The complete customer home address on a single line from Setup > Customers Text [Customer.Home.CompleteAddressSingleLine]
Home Address Country The country of the customer home address from Setup > Customers Text [Customer.Home.Country]
Home Address County The county of the customer home address from Setup > Customers Text [Customer.Home.County]
Home Address State (abbreviation) The state abbreviation of the customer home address from Setup > Customers Text [Customer.Home.State]
Home Address State (full name) The state name of the customer home address from Setup > Customers Text [Customer.Home.StateName]
Home Address Zip Code The zip code of the customer home address from Setup > Customers Number [Customer.Home.Zip]
Mailing Address Line 1 The first line of the customer mailing address from Setup > Customers Text [Customer.Mailing.AddressLine1]
Mailing Address Line 1 and Line 2 The first and second lines of the customer mailing address from Setup > Customers Text [Customer.Mailing.AddressLine1andAddressLine2]
Mailing Address Line 2 The second line of the customer mailing address from Setup > Customers Text [Customer.Mailing.AddressLine2]
Mailing Address City The city of the customer mailing address from Setup > Customers Text [Customer.Mailing.City]
Mailing Address City, State and Zip The city, state, and zip code of the customer mailing address from Setup > Customers Text [Customer.Mailing.CityStateandZip]
Complete Mailing Address The complete customer mailing address from Setup > Customers Text [Customer.Mailing.CompleteAddress]
Complete Mailing Address (single line) The complete customer mailing address on a single line from Setup > Customers Text [Customer.Mailing.CompleteAddressSingleLine]
Mailing Address Country The country of the customer mailing address from Setup > Customers Text [Customer.Mailing.Country]
Mailing Address County The county of the customer mailing address from Setup > Customers Text [Customer.Mailing.County]
Mailing Address State (abbreviation) The state abbreviation of the customer mailing address from Setup > Customers Text [Customer.Mailing.State]
Mailing Address State (full name) The state name of the customer mailing address from Setup > Customers Text [Customer.Mailing.StateName]
Mailing Address Zip Code The zip code of the customer mailing address from Setup > Customers Number [Customer.Mailing.Zip]
Other Address Line 1 The first line of the customer other address from Setup > Customers Text [Customer.Other.AddressLine1]
Other Address Line 1 and Line 2 The first and second lines of the customer other address from Setup > Customers Text [Customer.Other.AddressLine1andAddressLine2]
Other Address Line 2 The second line of the customer other address from Setup > Customers Text [Customer.Other.AddressLine2]
Other Address City The city of the customer other address from Setup > Customers Text [Customer.Other.City]
Other Address City, State and Zip The city, state, and zip code of the customer other address from Setup > Customers Text [Customer.Other.CityStateandZip]
Complete Other Address The complete customer other address from Setup > Customers Text [Customer.Other.CompleteAddress]
Complete Other Address (single line) The complete customer other address on a single line from Setup > Customers Text [Customer.Other.CompleteAddressSingleLine]
Other Address Country The country of the customer other address from Setup > Customers Text [Customer.Other.Country]
Other Address County The county of the customer other address from Setup > Customers Text [Customer.Other.County]
Other Address State (abbreviation) The state abbreviation of the customer other address from Setup > Customers Text [Customer.Other.State]
Other Address State (full name) The state name of the customer other address from Setup > Customers Text [Customer.Other.StateName]
Other Address Zip Code The zip code of the customer other address from Setup > Customers Number [Customer.Other.Zip]
Variable name Data content/source Format Variable syntax
Email Address The customer email address from Setup > Customers Text [Customer.Email]
Website The customer website from Setup > Customers Text [Customer.Website]
Variable name Data content/source Format Variable syntax
Customer Notes The notes on the customer from Setup > Customers Text [Customer.Notes.Note]
Variable name Data content/source Format Variable syntax
Business Extension The customer business extension from Setup > Customers Number [Customer.Business.Extension]
Business Number The customer business number from Setup > Customers Number [Customer.Business.Number]
Business Number and Extension The customer business number and extension from Setup > Customers Number [Customer.Business.NumberandExtension]
Car Extension The customer car extension from Setup > Customers Number [Customer.Car.Extension]
Car Number The customer car number from Setup > Customers Number [Customer.Car.Number]
Car Number and Extension The customer car number and extension from Setup > Customers Number [Customer.Car.NumberandExtension]
Fax Extension The customer fax extension from Setup > Customers Number [Customer.Fax.Extension]
Fax Number The customer fax number from Setup > Customers Number [Customer.Fax.Number]
Fax Number and Extension The customer fax number and extension from Setup > Customers Number [Customer.Fax.NumberandExtension]
Home Extension The customer home extension from Setup > Customers Number [Customer.Home.Extension]
Home Number The customer home number from Setup > Customers Number [Customer.Home.Number]
Home Number and Extension The customer home number and extension from Setup > Customers Number [Customer.Home.NumberandExtension]
Mobile Extension The customer mobile extension from Setup > Customers Number [Customer.Mobile.Extension]
Mobile Number The customer mobile number from Setup > Customers Number [Customer.Mobile.Number]
Mobile Number and Extension The customer mobile number and extension from Setup > Customers Number [Customer.Mobile.NumberandExtension]
Other Extension The customer other extension from Setup > Customers Number [Customer.Other.Extension]
Other Number The customer other number from Setup > Customers Number [Customer.Other.Number]
Other Number and Extension The customer other number and extension from Setup > Customers Number [Customer.Other.NumberandExtension]
Pager Extension The customer pager extension from Setup > Customers Number [Customer.Pager.Extension]
Pager Number The customer pager number from Setup > Customers Number [Customer.Pager.Number]
Pager Number and Extension The customer pager number and extension from Setup > Customers Number [Customer.Pager.NumberandExtension]

See also: Report Designer: Procedures

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