Reports are available both in the Reports menu and from the many Reports sections on screens in Accounting. You are able to drill down to the transactions by clicking on a line in the report if the reports are printed in detail.
You can change the dates to preview the report for in the Date Range drop down menus. Click on the Refresh button to refresh the details on the report.
Sales and Purchases Reports
|Sales by Customer||In this report, you can see details of the documents that have been processed to a range of customers in a date range that you can select. You are able to view the report in detail or summary. You are able to drill down to documents from this report.|
|Sales by Item||This analyses sales by item, showing your gross profit on sales as an amount and a percentage.|
|Sales by Sales Rep||This report analyses all the sales that was made by the Sales Reps.|
|Purchases by Item||This analyses purchases by item and can be printed for a specific category. You can also select to print information for only service items, physical items or both.|
|Purchases by Supplier||This report displays the items that you have bought from each supplier. You are able to select to include supplier returns in the report.|
|To Do List||This report shows notes that are due or overdue on customers, suppliers, items and accounts. You can also view expired quotations and overdue purchase orders.|
|Audit Trail||This report shows the date and time that transactions were processed and can also display the user that processed the transaction.|
|System Audit Trail||This report shows when values were changed and by which user.|