Can I view todays turnover for a site?

From Catalyst
Revision as of 11:41, 25 February 2008 by Les Ward (talk | contribs) (New page: == 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 M...)
(diff) ← Older revision | Latest revision (diff) | Newer revision → (diff)
Jump to: navigation, search

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".

  • 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.


Feedback
Thank you for using our Knowledge Base, we value your feedback. Did you find this article useful? 'Yes' or 'No'
Keywords AND Misspellings
site, view daybook summary, period turnover, payments, transaction breakdown