Income by Contact Report

The Income by Contact report shows the people and businesses that you have recorded income transactions for or received other funds from in a chosen period. The report shows receive money transactions and approved sales invoices. The Income by Contact report is the older version of the Contact Transactions – Receivables and Contact Transactions – Cash reports.

Your user role will determine whether you can see this report, and if so, whether you can edit, save and publish it, or just view it.

Run the Income by Contact report

  1. In the Reports menu, select All Reports.
  2. Under Sales, click ... to expand the section if the report is hidden.
  3. Click Income by Contact.
  4. Select a Date, a Period, and another period to Compare With.
  5. Click Update to view your report.

Income by Contact report options

Date

The month you want to run the report for.

Period

Choose from 1, 2, 3, 6 or 12 months as the time blocks for each column on the report back from the month chosen to run the report for.

Compare With

Choose how you want the periods compared based on the time block chosen. You can choose up to 11 periods back from the date of the report. For example:

  • If you choose the period as 'month' and the comparison as 'Previous 6 periods' the report will display the previous 6 months.
  • If you choose the period as '3 months' and the comparison as 'Previous 6 periods' the report will display 6 blocks of 3-months before the date chosen to run the report for.

View the Expenses by Contact report

The Income by Contact report is generated for the current month showing a monthly breakdown compared to the last three months by default.

If you are viewing a report produced by someone with the Advisor user role, you may see notes or a summary on the report. You may be able to export, archive or edit the report, depending on your user role.

How transactions display

  • All contacts for which you've created receive money transactions or approved sales invoices during the time period are displayed alphabetically.
  • The income for the contact in each month is shown and a total for the periods displayed is shown.
  • Income from approved sales invoices is shown in the month the invoice is dated. For example, if an invoice is dated May 15 but not approved until June 2, it will appear in the column for May.
  • Approved invoices display whether they are paid or unpaid.

View individual transactions

Click the contact name to view all income transactions to date for this business or person.

Select Contact to view breakdown.

Transactions report for Contact.

Click an amount to view the individual transactions that make up this amount.

Select month amount.

Report for that contact for that month.

The transactions displayed will be those that occur in the month chosen.

Transactions for contacts are displayed using a Contact Transactions report which you can drill further into to view the source invoice or bank transaction.