Detailed and Summary Views of Cash Receipts for a Period

If I am looking back at total credits by cash over a 10 year period and I wanted specifics on when the cash was posted and what the client name is that we received and posted cash to there account…how do I go about getting that?

See the appropriate “How-To” above for instructions about how to output the results to Excel or to a form you can print.

SELECT DISTINCT
  lastname +', '+ firstname +' / '+ "id" AS "Client Name", 
  srv_date AS "Date of Service", 
  cre_date AS "Date of Payment", 
  cre_amount AS "Amount Paid",
  j.daybatch AS "Daysheet"
FROM 
  sos.rv_creditsplits cs
  JOIN sos.journal j ON cs.srv_jnum = j.jnum
WHERE
 cs.licnum = 101
 AND credtype = 'cash'
 AND cre_date BETWEEN '1999-01-01' AND '2011-12-31'
ORDER BY
 "Client Name","Date of Payment","Date of Service","Amount Paid" 

For the grand total, use this query:

SELECT 
  SUM(amount) 
FROM 
  sos.rv_credits c
WHERE
  licnum = 101 
  AND  credtype = 'cash'
  AND trandate BETWEEN '1999-01-01' AND '2011-12-31'

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