Posting Reports Follow

Overview

The first key report section is Posting. This section is for all reports regarding invoices and jobs that have already been posted.
There are four unique categories:

• Summary of
• List of.
• Changes to
• Accounting

Summary Of: The four Summary categories show a recap of the sales and payments according to the date range. Summary of Sales shows a breakdown for each sales department.

List Of: This category has five different types of reports. These reports are broken down into individual payments or invoices.

 Changes to Earlier Invoices: This report shows you the changes in invoices that have been posted BEFORE the time frame you choose. Ex. To see a change to an invoice that was posted on 2/10/2020, you have to set the date range for 2/11/2020 to now.

Accounting: This report is similar to the Summary but more focused on how invoices, sales, and payments are affecting the numbers and how things have changed since the last posting.