Difference between revisions of "Can I view todays turnover for a site?"
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== More Information == | == More Information == | ||
| − | 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}}. | ||
* If you have multiple sites enabled, you will be able to select the site for which to view the daybook. | * 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. | + | ** Leave the site blank if you want to look at all sites. |
* You can now enter the start and end date for transactions. | * 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. | ** Either or both of these can be left blank if you don't want to impose a date range. | ||
* Press {{KeyPress|F2}} to display the summary. | * Press {{KeyPress|F2}} to display the summary. | ||
** Press {{KeyPress|F5}} to view the current month's daybook summary. | ** Press {{KeyPress|F5}} to view the current month's daybook summary. | ||
| − | * If you want to view a transaction breakdown for a type of transaction | + | * If you want to view a transaction breakdown for a type of transaction, press {{KeyPress|S-F2}}. |
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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{{Warning|text=Only transactions that have not been printed and accepted on a Daybook printout will be viewable on the summary.}} | {{Warning|text=Only transactions that have not been printed and accepted on a Daybook printout will be viewable on the summary.}} | ||
| − | + | == See also == | |
| + | * [[How do I view customer or supplier transaction history?]] | ||
| + | * [[How do I Print a Transaction History?]] | ||
| + | * [[How do I cleardown customer or supplier transaction history?]] | ||
| + | * [[How do I view sales or purchase turnover for a period?]] | ||
| + | |||
| + | {{KB_Tags|site, view daybook summary, period turnover, payments, transaction breakdown}} | ||
| + | {{Hint}}{{KB_PL}}{{KB_SL}}{{ZN_Accounts}} | ||
Latest revision as of 16:12, 12 August 2021
Summary
The Daybook Summary allows you to view all sales and purchase transactions for a given date range and/or site.
More Information
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 the site 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.
 | Only transactions that have not been printed and accepted on a Daybook printout will be viewable on the summary. |
See also
- How do I view customer or supplier transaction history?
- How do I Print a Transaction History?
- How do I cleardown customer or supplier transaction history?
- How do I view sales or purchase turnover for a period?
