Can I view todays turnover for a site?
From Catalyst
Revision as of 10:06, 23 August 2011 by Robert Hearn (talk | contribs)
Summary
The Daybook Summary allows you to view all sales and purchase transactions for a given date range and/or site.
More Information
Information: Only transactions that have not been printed and accepted on a Daybook printout will be viewable on the summary. |
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