I'd like a report to tell me "how much I've done last month"

This is available in the following report

  • Report menu > Accounting > Managers Financial Report
The information is also available in the following
  • Report menu > Accounting > Summary Totals
  • Report menu > Sales > Sales by Customer
  • Report menu > Sales > Sales by Product and Price Band
  • The Sales data lists in Report menu > Sales Data Lists


Also see:

  • From the point of view of Receipts:  Report menu > Accounting > Payments
  • From the point of view of Invoices:  Report menu > Accounting > Invoices in Period


All these reports can be output to the preview window for quick viewing, or to be printed or emailed.

The Sales Data Lists can be exported to CSV file and opened in Microsoft Excel.








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