Historic sales and expenditure report

The Historic Sales & Expenditure Report creates a report listing all Sales, Outgoing, and Bank Transaction Type Codes and the corresponding figures raised against them over a specified date range.

The report is based on items issued (regardless of if they were paid or not) and the values are exclusive of VAT.

  1. Go to HomeReports.

  2. Select Business, then select Historic Sales & Expenditure.

  3. Select the Start Date and End Date.

  4. If required, select to Include Journal entries.

  5. Select Run Report.