Sales Reports

Overview

Click on the blue title hyperlink and the report will be displayed – each report can be saved as a CSV file or a pdf.

Sales Statements have already been dealt with in the customers section – see Statements

Sales Daybook Listing

1. Select date range by overtyping dates or using Datepicker. You can also select [Current year] or [All entries].
2. You can select a single account to report on.
3. You can restrict the number of record to show on page(show dropdown).
4. Print as a PDF or CSV – see below.

Pdf example

csv example

Statements

Already dealt with – see Statements

Aged Debtors Report

1. Amend date if necessary – overtype or use Datepicker.
2. You can restrict the number of records to show on page (Show dropdown).
3. Choose pdf to print or csv to export to wherever you wish.
4. Choose to show the VAT element included in the outstanding amount – Note: for reconciling the VAT Account for Cash Accounting for VAT adjust any unallocated cash for the VAT element. Also Note: – this only applies if you are VAT registered.
5. Ticking the VAT box will show the amount of VAT included in the outstanding balance – useful for reconciling the VAT return – see FAQ – How Do I Reconcile My VAT Return. Only applies if you are VAT registered – Check box is not visible if not registered.

Customer Turnover Report

1. Amend Dates if necessary – overtype or use Datepicker or select [] options.
2. You can restrict the number of records to show on page(Show dropdown).
3. Choose pdf to print or csv to export to wherever you wish.

Sales Nominal Analysis Report

1. Amend Dates if necessary – overtype or use Datepicker or select [] options.
2. You can restrict the number of records to show on page (Show dropdown).
3. You can also filter by Nominal Account code .
4. Choose pdf to print or csv to export to wherever you wish.

List Of Customers

1. You can restrict the number of records to show on page (Show dropdown).
2. Choose pdf to print or csv to export to wherever you wish.