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aatrev's avatar
aatrev
Experienced Cover User
3 years ago

Sale Reports

customer sales report. I have closed amny sales, yet none come on dsplay when enter the reports page. No sales at all come up on screen. This whole New Business Lite software is a nightmare. 

Banks recs are also a nightmare, with myob entering its own transactions that I didnt enter.

1 Reply

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  • Hi aatrev 

     

    Would you mind expanding on what sale report you are using and what the filters are on that report? Generally speaking, a closed sales would appear on the Customer sales report assuming the following conditions are met:

    • The sale was recorded via the Sales>>Create Invoice option
    • The report had the appropriate date range of the transaction
    • The report had the appropriate sale status i.e. Closed or All invoices
    • Other filters where set accordingly i.e. All.

    Alternatively, a screenshot of the transaction you have recorded and one of the report you are trying to see those transactions on with the filters would be ideal for further investigation.

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