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 > Customer, Invoice Count  (totals are at the end)
  • Report menu > Sales > Product, Price Bands  (totals are at the end)

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.

Feedback and Knowledge Base