Difference between revisions of "Can I view todays turnover for a site?"

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== More Information ==
 
== More Information ==
 
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{{Warning|title=IMPORTANT NOTE|text={{Red| =Only transactions that have not been printed and accepted on a Daybook printout will be viewable on the summary.}}}}
{{Warning|title=Information|text=Only transactions that have not been printed and accepted on a Daybook printout will be viewable on the summary.}}
 
 
 
  
 
Go to either {{Menu|{{SL}}|Sales Reports|Daybook Summary}} or  
 
Go to either {{Menu|{{SL}}|Sales Reports|Daybook Summary}} or  
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== See Also ==
 
== See Also ==
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* [[:Category:Getting Started|Getting Started]]
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* [[:Category:FAQ|Frequently Asked Questions]]
 
* [[Getting Started - Accounts]]
 
* [[Getting Started - Accounts]]
 
* [[How to process a month end]]
 
* [[How to process a month end]]
 
* [[What should I consider at month end?]]
 
* [[What should I consider at month end?]]
  
 
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{{KB_Tags|site, view daybook summary, period turnover, payments, transaction breakdown}}
{{FAQ}}{{KB_Tags|site, view daybook summary, period turnover, payments, transaction breakdown}}{{KB_SL}}{{KB_PL}}{{ZN_Accounts}}
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{{FAQ}} {{KB_SL}}{{KB_PL}}{{ZN_Accounts}}

Revision as of 09:48, 20 August 2013

Summary

The Daybook Summary allows you to view all sales and purchase transactions for a given date range and/or site.

More Information

IMPORTANT NOTE: {{{1}}}

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.

See Also


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Keywords AND Misspellings
site, view daybook summary, period turnover, payments, transaction breakdown