How can I view turnover statistics for an account?

From Catalyst
Revision as of 15:09, 12 August 2013 by Richard Green (talk | contribs) (Created page with "{{Incomplete}} == Summary == This article explains how to view turnover statistics for an account. == More Information == Go to {{Menu|Systems\Accounts|{{SL}}\{{PL}}|Customer/S...")
(diff) ← Older revision | Latest revision (diff) | Newer revision → (diff)
Jump to: navigation, search

Summary

This article explains how to view turnover statistics for an account.

More Information

Go to " Systems\Accounts Sales Ledger\Purchase Ledger Customer/Supplier File Maintenance Add or Edit Customers/Suppliers".

  • This will take you to the "Customer/Supplier properties" screen showing the name, address and contact numbers for that account.
  • From here Press <S+F8> to take you to the "Turnover Analysis" screen
    • Details on this page include current turnover information, for the last current site, by individual accounts, for the passed 3 years grouped by month including turnover history by month along with a graph of this turnover information.
Tip:  Any of the headings in the "Breakdown analysis of turnover" can be changed to suit your requirements.

You can also get to the turnover statistics screen from any point where you can enter an account code.

  • Move the cursor to the account code and press <Shift+F10> to open the "Customer Properties" window.
  • Press <S+F8> to open the "Turnover Analysis" window.

See also


Feedback
Thank you for using our Knowledge Base, we value your feedback. Did you find this article useful? 'Yes' or 'No'
Keywords AND Misspellings
Turnover Analysis, Turnover ,Analysis, monthly, yearly, figures
Tags

GR01,RP08