Are you already familiar with the Power view? The Power view provides you with a way to obtain customer or supplier specific information, directly from the sales order or purchase order, such as items bought and amounts paid. This is a good way to quickly find relevant information.
Posts Tagged ‘Report’
In the Blog post ‘How can I see who processed the payment files or collection files?’ you could read how you can see which user processed which payment files via menu path [Cash Flow, Payments, Created bank files].
In Exact Globe Next, you can make different overviews and then print them. You can indicate which information you would like to print on the report and then you can choose to print the report in colour or black and white.
Via [Purchase, To be processed, Purchase order list], next to showing an overview of the items to be received, it is also possible to show the items that are received already. You can do this by selecting the option ‘Yes’ (all purchase orders that are completed) or ‘All’ (all purchase orders) at ‘Completed’ in the selection criteria of the report:
A balance list shows at first glance the outstanding balance per debtor, creditor and/or employee, after which you can quickly take the necessary actions. For instance, you could collect outstanding items or pay using the balance list. The total balance of the list of balances will always need to match to the general ledger accounts debtors/creditors if the reference date is today.