An Excel query of AR_CashReceiptsHistory might have what you are looking for.

What if you don't have "Cash Receipts History" in  your AR module? Ours ends with "Daily Transaction Register" .

I was suggesting you pull the data directly into Excel, but it doesn't sound like you know how to do that.  Natasha's suggestion is better if you're more comfortable with pushing data from Sage into Excel.

Look on the REPORTS Menu. It is actually called the Cash Receipts Report (no history in the title).  You can choose to print by period or by DATE.  You can select just one customer.  And if you choose your printer DATA ONLY EXPORT, it doesn't suck TOO badly in Excel.

Thanks. Your directions have been the easiest to understand. I did all that you have suggested but the only data it shows is info that shows up on the cash receipts report window ("Report Settings", "Report Options" & "Report Selection") &  page two has a single invoice listed. I am completely spent trying to figure out this software. What am I doing wrong here?!

Becky

Thanks. Your directions have been the easiest to understand. I did all that you have suggested but the only data it shows is info that shows up on the cash receipts report window ("Report Settings", "Report Options" & "Report Selection") &  page two has a single invoice listed. I am completely spent trying to figure out this software. What am I doing wrong here?!

Becky

Checking the check box to "Print Report Settings" is what gives you page 1, so don't check that.

Your selection page should look similar to this:

HOWEVER, it may be that you are not storing much cash receipts.

Go to the Setup Menu in AR, to AR Options, to the History tab, and see what your setup is for Cash Receipts History.

Possibly you're not saving much history or not all transaction types.

It is set up for 8 years and the only thing I noticed different is we do not have "Track Additions in Detail" checked. I'm not able to check it. 

It's really the Years that matter for this, so 8 years is certainly a good amount of time.  Did you choose a customer at the bottom and a date range in the middle?

Good grief, that looks just fine.  If you run it for all customers, do you get any more?

For that customer, on the Invoices tab, do you see any "Payment" entries in the lower grid?  (Those would be your Cash Receipts...).

If you use the National Accounts feature (where the SoldTo customer is different than the BillTo customer), the receipts could be under the BillTo account.

I just selected "All" and a single page again with a different customer. A single customer, a single invoice...

Hi Kevin. 

I'm checking now....

Yes the payments do show up in the grid below when you highlight the invoice This customer has close to 100 locations that we ship to but the bill to is the same for all stores. 

OK, that data represents Cash Receipts, but actually is stored in a different table than is used for the Cash Receipts Report... governed by different purge rules. 

I'd check what the current Fiscal Year / Period are in AR Options, and translate those values into calendar dates by looking in Fiscal Year Maintenance (in the GL - Setup menu).

The Invoices tab's lower grid will be saved as long as the invoice has a balance, but the Cash Receipts History could be purged if someone ran Period End far into the future (past the 8 year setting... or before the setting was changed to 8 years).

If someone there could run the Excel query I described (AR_CashReceiptsHistory), it would immediately tell you if the data exists.