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Sales Day Book report

Created on  | Last modified on 

Summary

How to create the Sales Day Book report in Accounting Start.

Resolution

To produce the report

  1. Select Reports.
  2. Under Advanced Reports, select Sales Day Book.
  3. To search for a particular customer, enter their name in the search box. You can also search by invoice or credit number, reference or value.
 TIP: If you want to search for a credit note by value, this must be a negative amount. 
  1. From the Period drop-down menu, choose one of the following options:

     

  2.  

    Select More, then choose the required options:
  • Type – If required, choose the type of transactions you want to view. Alternatively, to view all sales transaction types, leave this as All.
  1. To view the details of a transaction, click the relevant line. To return to the report, click back on your browser menu bar.
  2. To export the report, click Export then choose either CSV or PDF.
 TIP: The report automatically downloads and when it’s ready a message appears on your menu bar. The amount of time the report takes to download depends on the amount of data you’re exporting. You can continue to use Accounting while the report downloads. 

 

The report is ready when a notification displays on the main navigation bar, to the left of Profile. Select the notification bell to open the report.Image

Depending on how you chose to export your report, one of the following happens:

  • CSV – Depending on your Internet browser, the file automatically downloads to your Downloads folder or you’re prompted to save the file > browse to where you want to save the file then select Save
  • PDF – The PDF opens in a new window or tab. Open your browser File menu then choose to print or save the report

You’ve successfully produced the Sales Day Book report.