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User Defined Report

 

THE USER DEFINED REPORTS ALLOWS THE USER TO RUN A REPORT ON ANY CHOSEN ACCOUNT FOR A SET PERIOD IN ORDER TO VIEW/QUERY THE HISTORY OF TRANSACTIONS MAKING UP THE BALANCE ON THE ACCOUNT.
 
 

REPORTS> USER DEFINED REPORTS>

 
 
Date Range
 
Enter the date range of the required period for which you wish to see the results
 
 
Nominal Account
 
Click the drop down menu to see a list of all  your nominal accounts
or
Type the first letter of the nominal account the second letter etc. until the correct nominal account appears.
 
 
Select Transaction Type
 
You can opt to select a particular transaction type if required.
 
 
Prepare
 
Click "Prepare" to run the report
 
 
Sort by date
 
The report returns the sales entries in the sequence entered, from which you will see the very last entry entered.
It may be preferable to "Sort by Date" to view the sales in date order.
 
 
These reports are available to "Print" or to "Copy" to a worksheet database.

Need help? Support is available at 01 8352074 or thesauruspayrollsupport@brightsg.com.

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