Accounting Ideas

Sales ledger turnover and Year to date

I was using until this month the Sage 50 in deskotp version and I use Sales ledger turnover and Year to date. I think it is a very good report and many users will use them. Also i need other reports such as: Products by customer, Sales by product or Purchase ledger.

  • Guest
  • Nov 8 2021
  • One For The Future
  • Attach files
  • Guest commented
    20 Jun 09:06

    Would it be possible to provide a report that gives a summary of the monthly turnover by customer.

    The activity report gives the turnover by invoice in the requested period but as it is a .pdf is not able to be manipulated. Also there isn't an option to just have non zero amounts, which means that you either have to go through all the clients and try and remain who has purchased from the company in the last month or wade through lots of zero accounts.

    Similar applies to the Sales Day Book, although that just lists the invoices, and can be sorted by customer as it is a .csv file although you do then have to go through to summarise it.

    I think (says she!) that it would be a fairly easy report to write, and it would be very beneficial to my client as to where the business is coming from.