This report streamlines financial management by providing Invoice-wise details including deposits, receipts, claims and balances. It has a single row format for invoices with one receipt while also providing multiple receipts or deposits clearly.
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Go to Location Mangement > Reports tab
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Double click Basic Financials without Adjustments Export report
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Period: Select period of report e.g. Quarter to date
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Location: Select Location (if applicable)
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Show inactive locations: Tick to show inactive locations
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File: Click Browse to select file to save exported report to
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Click OK
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