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Reviewing your sales information

There are several tools that you can use to review your sales information.

Tool

 

See

Business Insights

Use Business Insights to analyse key financial information, including sales and customer information, using a range of interactive tables and graphs.

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To Do List

The To Do List displays all open sales, recurring sales and orders sorted by overdue dates.

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Sales reports

Sales reports help you keep track of your sales activities.

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Sales history

History lets you view seven years of sales history for an item, customer, or an employee (Not Basics).

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Sales Register

The Sales Register window gives you a complete picture of your sales activity—open and closed invoices, orders, quotes, returns, credits etc.

Sales Register window

Find Transactions

Find Transactions helps you find individual sales transactions.

Finding a transaction

Transaction Journal

The Transaction Journal lists journal entries of your sales and other transactions.

Finding a transaction