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 Home > Reports.

  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 Download.