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Customise your Day Sheet Report

Customise your Day Sheet Report

Did you know that you can customise your Day Sheet Report to display specific customers?

By default your Day Sheet Report will only display your Merchant Debtors and Drive Off Account, however you can set up Beacon to display individual accounts, allowing you to keep a close eye on certain customers.

Setting a customer to display on your Day Sheet Report

1.  Open your customer in Change Mode by clicking Customers > Customer Maintenance > Change and selecting your customer

Customer Change Mode 1

Select Customer

2.  On the left hand side, tick the box next to 'Display on daysheet' and Click OK (note: Clicking ok saves your changes, if you do not click ok your selection will not be saved)

Display on Daysheet

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