Sale Reports

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aatrev
Experienced Cover User
21 Posts
Experienced Cover User
Australia
Experienced Cover User

21Posts

6Kudos

0Solutions

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 1
Steven_M
45,180 Posts
Former Staff
New Zealand
Former Staff

45,180Posts

0Kudos

6,759Solutions

Re: Sale Reports

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.

Kind regards,
Steven

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