Introduction The Reports preference window is where to configure defaults related to reports. Form Access From the main menu, click Edit > Preferences, or From the toolbar, click the Preferences button. Field & Button Definitions Open Reports in Maximized Window – When ticked, reports being previewed on the computer screen will automatically be displayed in […]
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Introduction The Contact Log (Customer) report displays log entries in report form from customer contact logs. Form Access From the main menu, click Reports | Contacts & Jobs | Contact Log (Customer), or use the Report Navigator. Report Options Date Filter Area The following date filtering is available in this report. Date Range – Choose
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Reading and Understanding the AR Aging Report Summary The AR Aging Summary Report shows, in a condensed way, the amount of money owed to you by your customers along with the timeframe in which the amount has been owed (age of the receivable). AR Aging Report Access From the main menu, click Reports | Sales
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Introduction to A/P Summary Report The A/P Aging Summary Report shows, in a condensed way, the amount of money owed to vendors along with the time in which the amount has been owed (age of the bill). Form Access From the main menu, click Reports | Company | Purchasing | A/P Aging Summary, or use
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Introduction The A/P Aging Detail Report shows the amount of money owed to vendors along with the time in which the amount has been owed (age of the bill). Form Access From the main menu, click Reports | Company | Purchasing | A/P Aging, or use the Report Navigator. Report Options The following options are
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Reading and Understanding the AR Aging Report Detail The AR Aging Detail Report shows open sales forms (like invoices). The report can be filtered and sorted in a variety of ways to isolate sought-after data. AR Aging Report Access From the main menu, click Reports | Sales | A/R Aging Detail, or use the Report
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Understanding the Certified Payroll Register Report The use of certified payroll is often a requirement for performing government work. The Certified Payroll Register Report shows the necessary employee payroll information along with a certified payroll letter, for the work requiring certified payroll. Requirement This report (and certified payroll functionality as a whole) only becomes available
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Introduction The Bills List Report displays vendor bills in a variety of useful formats. Form Access From the main menu, click Reports | Accounting | Vendor | Bills List, or use the Report Navigator. Report Options Date Filter Area The following date filtering is available in this report. Date Range – Choose from a pre-defined
Introduction The Balance Sheet – Percent Comparison Report is a balance sheet which shows a comparison between two specified dates and reports the change as a percent. A “Year-Over-Year” balance sheet is common, whereby the same date from two consecutive years is compared — December 31st from one year to the next, for example. The
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Introduction The Balance Sheet – Dollar Comparison Report is a balance sheet which shows a comparison between two specified dates and reports the change in dollars. A “Year-Over-Year” balance sheet is common, whereby the same date from two consecutive years is compared — December 31st from one year to the next, for example. The Balance
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