Difference between revisions of "Can I view todays turnover for a site?"
From Catalyst
m (→Summary) |
m (→More Information) |
||
Line 4: | Line 4: | ||
== More Information == | == More Information == | ||
Go to "Sales Ledger" -> "Sales Report Menu" -> "Daybook Summary". | Go to "Sales Ledger" -> "Sales Report Menu" -> "Daybook Summary". | ||
+ | |||
+ | Go to "Purchase Ledger" -> "Purchase Report Menu" -> "Daybook Summary". | ||
+ | |||
* If you have multiple sites enabled you will be able to select the site to view the daybook for. | * If you have multiple sites enabled you will be able to select the site to view the daybook for. | ||
** Leave blank if you want to look at all sites. | ** Leave blank if you want to look at all sites. |
Revision as of 11:43, 25 February 2008
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 "Sales Ledger" -> "Sales Report Menu" -> "Daybook Summary".
Go to "Purchase Ledger" -> "Purchase Report Menu" -> "Daybook Summary".
- If you have multiple sites enabled you will be able to select the site to view the daybook for.
- 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 <F5> to this months daybook summary.
- Press <F2> to display the summary.
- If you want to view a transaction breakdown for a type of transaction use the <Shift+F2>.
All types of payments are totalled at the base of the list and the turnover (Invoices - any credits) is displayed at the top.
Only transactions that have not been listed on a daybook printout and accepted will be viewable on the summary. |