Monthly Sales
Answered
Good afternoon,
I'm trying to build a report that can be run each month that shows sales figures for the month. The report will be used for accounting purposes.
The report should show invoiced sales, tips, and sales taxes for each month by sales category.
Is this report available? If not can you please send instructions on how to create it?
Thanks
Greg Incollingo
Bookkeeper for Max & Ollie's Party Rentals
The same question
yes,
you can build any report your want with sales data that you choose to include.
one think you need to find out is
do you want to pay taxes on money as it is collected or after the event.. you accountant can tell you that answer
based on that your date used to find paymetns will be event date or payment date in the filter
here is the report we run each month in IO then export to excel to use for our accounts so we can total and sort as needed
then put the report in the box on the lead screen
and do get the data based on payment date we use this filter on the left side menu
this is where you use the date frame you want and based on payment date (we use) then it will pull the data then you export it
yes,
you can build any report your want with sales data that you choose to include.
one think you need to find out is
do you want to pay taxes on money as it is collected or after the event.. you accountant can tell you that answer
based on that your date used to find paymetns will be event date or payment date in the filter
here is the report we run each month in IO then export to excel to use for our accounts so we can total and sort as needed
then put the report in the box on the lead screen
and do get the data based on payment date we use this filter on the left side menu
this is where you use the date frame you want and based on payment date (we use) then it will pull the data then you export it
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