Difference between revisions of "Can I view todays turnover for a site?"
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Robert Hearn (talk | contribs) (→More Information) |
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== More Information == | == More Information == | ||
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+ | {{Warning|title=Information|text=Only transactions that have not been printed and accepted on a Daybook printout will be viewable on the summary.}} | ||
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Go to either {{Menu|{{SL}}|Sales Reports|Daybook Summary}} or | Go to either {{Menu|{{SL}}|Sales Reports|Daybook Summary}} or | ||
{{Menu|{{PL}}|Purchase Reports|Daybook Summary}}. | {{Menu|{{PL}}|Purchase Reports|Daybook Summary}}. | ||
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All types of payment are totalled at the base of the list and the turnover (Invoices - Credits) is displayed at the top. | All types of payment are totalled at the base of the list and the turnover (Invoices - Credits) is displayed at the top. | ||
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{{FAQ}}{{KB_Tags|site, view daybook summary, period turnover, payments, transaction breakdown}}{{KB_SL}}{{KB_PL}}{{ZN_Accounts}} | {{FAQ}}{{KB_Tags|site, view daybook summary, period turnover, payments, transaction breakdown}}{{KB_SL}}{{KB_PL}}{{ZN_Accounts}} |
Revision as of 10:01, 23 August 2011
Summary
The Daybook Summary allows you to view all sales and purchase transactions for a given date range and/or site.
More Information
Information: Only transactions that have not been printed and accepted on a Daybook printout will be viewable on the summary. |
Go to either " Sales Ledger Sales Reports Daybook Summary" or
" Purchase Ledger Purchase Reports Daybook Summary".
- If you have multiple sites enabled, you will be able to select the site for which to view the daybook.
- Leave blank if you want to look at all sites.
- You can now enter the start and end date for transactions.
- Either or both of these can be left blank if you don't want to impose a date range.
- Press <F2> to display the summary.
- Press <F5> to view the current month's daybook summary.
- If you want to view a transaction breakdown for a type of transaction, press <Shift+F2>.
All types of payment are totalled at the base of the list and the turnover (Invoices - Credits) is displayed at the top.