7th Jan, 2026
Partner summary report
The Partner Summary Report provides a consolidated overview of financial activities and balances for each business partner, including customers, suppliers, distributors, and retailers. It helps quickly understand partner-wise financial positions without reviewing detailed ledger entries.
Partner summary report details with:
Account: Name of the partner account.
Fiscal Year: Financial year of the transactions.
Date: Transaction or summary date.
Type: Transaction type.
Label: Short description or reference of the transaction.
Debit: Total debit amount for the selected period.
Credit: Total credit amount for the selected period.
Balance: Closing balance of the partner account.
Advance filter:
Partner Account: Select the specific partner account.
Type: Filter by transaction type.
Date Range: Specify the start and end dates to view partner summary data within a selected period.
Export report by print or Excel
