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Craig167's avatar
Craig167
Contributing Cover User
4 years ago

Analyse Sales Report doesn't match the P&L. Freight not included.

My Analyse Sales report doesn't match the profit and loss report. When I invoice freight to a customer, the freight amount is not included in Analyse Sales report, yet is is included in the sales to...
  • Steven_M's avatar
    Steven_M
    4 years ago

    Hi Craig167 

     

    Apologies, I thought about this last night and there is actually a report you could look at using. Try the Sales [Customer Summary] report - Reports>>Sales>>Customer. By default, this report will show the Sales amount (less tax), the tax amount and the Current Balance. However, you can add in the Freight and Total amounts* to that report. 


    While this particular report doesn't provide as clean a list of the total sales per customer for a period as the Analyse Sales [Customer] report, it does have a total per customer and also a grand total of the Sales amount and Tax (or can be sent to Excel for totalling other values).


    *Insert/Modify tab>>Report Columns>>Show Hide

Craig167's avatar
Craig167
Contributing Cover User

Hi Steven,

 

Thanks for your explanation, and I understand the principle.  I will endeavour to put all of my freight above the line in future to avoid this problem.

 

I am attempting to identify what I have charged all of my debtors on a monthly basis.  Ideally, I want a report that I can manipulate in excel.  Is this possible? or can you offer any solution?

 

Regards,

Craig

Steven_M's avatar
Steven_M
Former Staff
4 years ago

Hi Craig167 

 

Apologies, I thought about this last night and there is actually a report you could look at using. Try the Sales [Customer Summary] report - Reports>>Sales>>Customer. By default, this report will show the Sales amount (less tax), the tax amount and the Current Balance. However, you can add in the Freight and Total amounts* to that report. 


While this particular report doesn't provide as clean a list of the total sales per customer for a period as the Analyse Sales [Customer] report, it does have a total per customer and also a grand total of the Sales amount and Tax (or can be sent to Excel for totalling other values).


*Insert/Modify tab>>Report Columns>>Show Hide

  • Craig167's avatar
    Craig167
    Contributing Cover User
    4 years ago

    Hi Steven,

     

    Thanks for your response.  I can work with your report suggestion.  It will be a little clumsy but we should be able to make that work.

     

    Thanks again and kind regards,

    Craig

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