Can I view todays turnover for a site?

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Revision as of 11:43, 25 February 2008 by Les Ward (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

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.


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