There are currently six reports available in the Receivables system:
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Aging Schedule |
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Cash Receipts |
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Sales Journal |
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Customer Activity |
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Sales Tax Report |
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Customer Statements |
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Open Misc A/R Invoices Report |
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Sales Dashboard Report |
Although these reports are pre-designed, most of the reports have options to generate reports with special partial run and range-of-date features. The partial run option allows for a report to be generated for selected records only. When this option is enabled, a list of the records within the selection criteria will be displayed. Click the box on the left side of each record to select the items that will appear on the report. The selection flag may be removed by clicking the box once more. Select OK to record your selections and to return to the report options screen.
When printing a detail report, a beginning date and an ending date must be selected. The data range may be any period such as one day, one week, one month, one year, etc. To print the report for only one day, use the same date for both the beginning and ending dates. To print a report that includes all periods, enter the date range as 01/01/1900.