How to view company or customer items in a bill

Mews displays specific company or customer bill information in the following reports:

• Accounting ledger
• Accounting report
• Bills and invoices report

You can use the above reports in Mews Operations to get strategic business insights on your bills and invoices when needed for your financial reporting.

 

In this article you can learn about how to view customer or company items in a bill using the:

• Accounting ledger
• Accounting report
• Bills and invoices report

 

Accounting ledger

Mews displays the Profile type field in the Accounting ledger report where you can identify Customer or Company items.

 

You can learn more about the Accounting ledger here.

 

Note: These changes could affect automatic reports. Please review your automatic exports to make sure they work as intended. You can review the Accounting ledger report export column order here.

 

Accounting report

You can use the following filters in the Accounting report to quickly identify Customer or Company items:

• Profile: View items from a specific customer or company profile. Note: To search for a profile, type any part of the profile name. Then, click the desired profile to fill in the field automatically. 
• Profile type: Select one or more of the following options: 
  • Company: To view items assigned to the Company profile type.
  • Customer: To view items assigned to the Customer profile type.

 

You can learn more about the Accounting report here.

 

Note: These changes could affect automatic reports. Please review your automatic exports to make sure they work as intended. You can review the Accounting report export column order here.

 

Bills and invoices report

You can use the following filters in the Bills and invoices report to identify Customer or Company items:

• Profile: View bills and invoices from a specific customer or company profile. Note: To search for a profile, type any part of the profile name. Then, click the desired profile to fill in the field automatically. 
• Profile type: Select one or more of the following options: 
  • Company: To view bills and invoices assigned to the Company profile type.
  • Customer: To view bills and invoices assigned to the Customer profile type.

 

 

Mews displays the following fields in the Bills and invoices report so you can identify Customer or Company information:

• Profile type: The bill or invoice owner's profile type, Company, or Customer.
• Customer: The customer profile name linked to the bill or invoice.
• Company: The company profile name linked to the bill or invoice.

 

 

You can learn more about the Bills and invoices report here.

 

Note: These changes could affect automatic reports. Please review your automatic exports to make sure they work as intended. You can review the Bills and invoices report export column order here.

 

 

You can learn more about how to view owners and profiles associated with open bills here.