Antcity
4 years agoExperienced Cover User
Sales reporting help
Hi folks,
I'm looking for a report which includes ALL of the following:
Invoice#
Date
Sale Amount
Customer Name
Memo/Journal Memo
Account (ie. from the chart of accounts)
Salesperson
I can seem to get all of them in one report bar the account number, or if reporting by account number can't get all the rest of the filters/headers.
Or, at the very least, all of the above but not including Salesperson.
Anyone got any tips?
Hi Antcity , all of that information is included in the export of service sales, if that is the invoice layout you are using. That export file can be opened in Excel for further analysis.