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Useful Information

The Sales summary report sums income and expenditure by category. 


Sales Summary Report

  1. Click on the Reports tab

  2. Select Sales and payments

  3. Select Sales reports

  4. Select Sales summary

  5. Choose from the following options:

    • Dates - select report dates from today, this week, by month or custom dates

    • Filtering - select from item, user, terminal, bank account, cost centre etc. You also have the option to exclude online transactions or exclude 3rd party cashless transactions

    • Report categories - Items, Terminals, Cost centres, Account codes, Users

    • Other options - Include VAT, Report pages, Group by system, Cross reference, Show miscellaneous income and expenditure details

  6. Click OK

  7. The first pages show Sales summary - Income

  8. Subsequent pages show Sales summary - Expenditure


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