Sales report - Monthly showing net amounts
We reconcile monthly sales with an internal ordering/salesprocessing system. This is good for checking to see if invoices have been missed and also to make sure that the net sales are the same in Xero too (another fail safe check). There needs to be a sales report that is easy to run off on a monthly basis showing net figures. Currently I have to run a couple of reports off - identify prepayments and delete them in the excel version, then add another column to work out net value. The latter is not always easy as some of our goods are VAT expempt! Please can someone design this or modify an existing report, so that I don't have to faff around which takes a long time. Thanks
Zoe Minto
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Zoe Minto
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Trying again to reconcile the net sales per month, have found that I need to deselect voided/deleted before arriving at a suitable report. It'd be far better to add these items in if needed? They are irrelevant to net sales, but included=/- in the totals - VERY confusing. Please design monthly net sales reports - dead simple info with no paid/source and other superfluous info. This will make life easier and make me less nervous about actual true sales