Can I view todays turnover for a site?

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Revision as of 09:49, 20 August 2013 by Richard Green (talk | contribs) (More Information)
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Summary

The Daybook Summary allows you to view all sales and purchase transactions for a given date range and/or site.

More Information

WARNING:  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 totaled at the base of the list and the turnover (Invoices - Credits) is displayed at the top.

See Also


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Keywords AND Misspellings
site, view daybook summary, period turnover, payments, transaction breakdown