Sales Journal
All billed sales are included in the Sales Journal for the period the invoices were generated for. The Sales Journal differs from the Sales Listing whereas the Sales Listing allows for the inclusion and exclusion of sales based on parameters. Sales Journal is used when balancing out as part of the Monthend Process.
Navigate To: Report>Report Center>Accounting>Journals>Sales Journal
- Select a Report Period.
- The Report Period is defined in the Period End Timetable
. - If a period has been closed, the total sales for that period are final.
- If a period remains open, the total sales may change until the period is closed.
- For more details, see Close Billing Period
- Select Report Type Summary or Detail.
Summary: Reports a summary of invoice charges by Lift/Pull, Period, Disposal, Misc. and Tax.
Detail: Reports a list all invoices generated within this period followed by the summary report.
- Detail offers an additional option to only include invoices with corrections.
- Select an output: Preview, Print, Export or Email.
