Activity report

The activity report shows you the transactions raised and payments that you have made or received over any specific period of time.

  1. Go to Home > Reports.

  2. Select Business, then select Activity Report.

  3. Select the Start Date and End Date.

  4. Select the parameters of the report, you can select to include Sales, Purchases or both Sales & Purchases. This will include the appropriate unassigned transactions too (that is, Sales will also include Money In Bank Transactions).

  5. Select to base the report on All Items or Only Items Paid, this will use the Invoice / Purchase date.

  6. Select Show VAT related information to include a column for input and output VAT Amounts related to the transaction.

  7. Select Show full customer / supplier names instead of their code to include the full customer or supplier names on the report.

  1. When ready, select Run Report.

The next screen will detail every transaction set by your parameters over your specified period line by line.

Select to Print this Page or Download CSV.