Reports lists your favourite reports. You may want to collect the reports you use to run your month end accounting in here.
To add a report to the menu:
- From the Utilities menu, click Favourite Reports. The Favourite Reports window will take a few seconds to open.
- Select the reports you want to add to the Reports menu.
- Click OK.
Month End Reports
The reports commonly used during month-end accounting are:
Sales Ledger
- Monthly Sales Daybook Listing
- Aged Debtors (End of Month)
- Monthly Gross Margin – By Rep – Invoiced
- Monthly Gross Margin – Summary – Invoiced
Purchase Ledger
- Monthly Purchase Daybook Listing
- Aged Creditors (End of Month)
Nominal Ledger
- Profit & Loss – Budgets
- Balance Sheet
- Nominal History Summary
- Trial Balance
See Also
