Point of Sale Reports

determines the amount of revenue generated in cash or charges for a specified range of invoices.

This function works similar to a dashboard and will save you hours upon hours of time compiling data. You can look at your “Business Condition” for General Ledger, Accounts Receivable, Accounts Payable, Sales (Point of Sale and Order Entry) and Inventory with the click of a few buttons.

Each module provides different information along with charts and graphs, giving you options to select the specific information you are looking for. It will save your settings from the last time you entered so you don’t have to set it up every time. Unless, of course, you are looking for different data.

There is no doubt that this feature will save you time and provide you with information critical to your organization. Here’s a list of highlights of the information you can find on these reports and useful for taking to the bank.

Print the financial data based on a period or date range along with a graph of the total net income/loss per period for the current fiscal year.

determines the amount of revenue generated in credit card sales for a specified range of salespeople and credit card types. A variety of sort options make this a useful tool for evaluating credit card sales by salesperson, sales department, credit card type, and customer number.

quickly print customer labels from Order Entry without having to go into Accounts Receivable. You can use all the existing sorts in sales history to print customer labels. With this kind of control over your database you can develop very targeted marketing mailings.

We have added more reports and enhancements to the custom reports menu that we started with the Version 11 release. With Version 12 you no longer have to worry about overwriting your custom reports during upgrades etc. You can now easily separate the custom reports from the originals by saving them elsewhere on your computer. In addition you now have the ability to create multiple custom reports, save them, and still keep the original. The Dated Invoice/Payment, GL Expense Distribution and History reports are now accessible from the custom reports menu.

Found in: AP, AR, GL, IN, and PO
What a timesaver! This is a continuation of a feature we started in version 11 by providing you with a "Search For" option on many reports. Well, now with Version 12 we have created additional queries and improved functionality for the Dated Invoice/Payment and History reports.

This system-wide report allows you to see what effect the posting will have on your General Ledger accounts prior to the actual posting. This provides you with real-time information you need so that you actually see what your balances will be once you've posted and what you can expect - income, expenses, overall cashflow.

If any errors are found during posting, then this report will print the validation errors instead of the account impact which is very helpful if you have a large number of transactions to post.

After posting, you can reprint invoices from history using this option.

shows, for the items, date ranges and other parameters chosen, the base price, actual selling price, and the variance between them. This report can be run for posted or unposted transactions, and for a range of batches (unposted only), stock items, salespersons, and dates.

Click the Report Window Thumbnail to see the options available for tailoring the report for your needs.		Click the Sample Report Thumbnail to see an example of a report that you can run.

contains a list of all available Tax Codes, as well as the total sales, and the total tax collected.

calculates profit using a variety of sort options. Data from the selected parameters prints in a format that helps you pinpoint profitability in your business.

Click the Report Window Thumbnail to see the options available for tailoring the report for your needs.		Click the Sample Report Thumbnail to see an example of a report that you can run.

displays Order Entry deposit history using a variety of sort options.

identifies missing invoices for specified invoice and date ranges.

After Order Entry transactions have posted, details concerning the transactions are available through the Sales History Report. Because of the extensive sort options provided on this report, a variety of different reports can be generated.

lists all sales for each salesperson, and includes stock item and price information. The Paid Sales by Salesperson Report lists only paid sales.

shows the invoices or sales by department for a specified range of invoices.

identifies all or a specified range of back order invoices awaiting inventory. The report can be sorted by stock number or customer number.

compares the inventory on hand to a specified range of back order invoices.

When you run a promotion, it's important to know if it was successful. You need to know what was sold at regular prices, what was discounted, and how many were sold at different prices. The Promotional Sales Report is the tool you need to evaluate your special sales promotions. The report tracks promotional sales information that is posted according to the Promotional Codes you set up. The Promotional Sales Report shows the following for a selected Promotion Code or range of Promotion Codes, or for a range of Stock Items, Departments, Salesperson, Inventory Codes, or Product Types over a promotion date range: promotion code, sales data, stock items sold and quantity, promotional price and extended price, gross sales, free/discounted items, and net sales.

You can now Reindex all files from the main menu. What a time saver! You no longer have to go into each module and reindex them individually. To make this feature even better you can tie it into the Automatic Backup feature. You can set the system backup to reindex prior to doing the backup. If you use the advanced options you can even stop the backup if errors are found in the reindex. A full Run Log is provided so you will know exactly where the problem is.

Have you ever accidentally posted a check for the right day but the wrong year? In previous versions we allowed you to block postings to prior periods by setting this block. In Version 12 we have enhanced this feature to also block future periods from posting.

This allows you the option of blocking all postings in all modules for a specific period(s) within the fiscal calendar. You will receive an error message if you attempt to post a transaction that is outside of the date block range, i.e. posting to 2008 instead of 2007.

Found in: IN, OE, and POS
AP Check Register Report now includes the posting reference numbers for easier tracking.

Now after you post tranasctions to Accounts Payable, you can track the module, reference number, transaction number, and batch number for every transaction. This might be beneficial, for example, if there is an error in a transaction and you want to track it back to the individual who posted it.