Sales Tab

Report
Template File Name

Aged Receivables [Summary]

agedars.xlt

Aged Receivables [Detail]

agedard.xlt

Analyze Sales [Item]

zsalit.xlt

Analyze Sales [Item - FY Comparison]

zsalitly.xlt

Analyze Sales [Item Spreadsheet]

zsalits.xlt

Analyze Sales [Activity]

zsalac.xlt

Analyze Sales [Activity - FY Comparison]

zsalacly.xlt

Analyze Sales [Activity Spreadsheet]

zsalits.xlt

Analyze Sales [Customer]

zsalc.xlt

Analyze Sales [Customer - FY Comparison]

zsalcly.xlt

Analyze Sales [Customer Spreadsheet]

zsalcs.xlt

Analyze Sales [Salesperson]

zsalsp.xlt

Analyze Sales [Salesperson - FY Comparison]

zsalsply.xlt

Analyze Sales [Salesperson Spreadsheet]

zsalsps.xlt

Customer Payment [Closed Invoices]

custpyh.xlt

Customer Payments [Salesperson]

custpysp.xlt

Customer Reimbursable Expenses

custrexp.xlt

   

Invoice Inquiry

invinq.xlt

Receivables Reconciliation [Summary]

arrecsum.xlt

Receivables Reconciliation [Detail]

arrecdtl.xlt

Recurring Sales Templates

recsale.xlt

Referral Source

inqsrc.xlt

Sales & Receivables Journal

salejrnl.xlt

Sales [Customer Summary]

salcusts.xlt

Sales [Customer Detail]

salcustd.xlt

Sales History by Customer [OfficeLink]

salhiscu.xlt

Sales History by Salesperson [OfficeLink]

salhissp.xlt

Sales [Salesperson Summary]

salsps.xlt

Sales [Salesperson Detail]

salspd.xlt

Sales [Activity Summary]

salacts.xlt

Sales [Activity Detail]

salactd.xlt

Sales [Item Summary]

salitms.xlt

Sales [Item Detail]

salitmd.xlt

Sales Register [All Sales]

srall.xlt

Sales Register [Closed Invoices]

srclol.xlt

Sales Register [Open Invoices and Orders]

srinvor.xlt

Sales Register [Quotes]

srquo.xlt

Sales Register [Returns and Credits]

srcred.xlt

Sales Tax [Summary]

saltxs.xlt

Sales Tax [Summary – Cash]

saltxsc.xlt

Sales Tax [Detail]

saltxd.xlt

Sales Tax [Detail – Cash]

saltxdc.xlt

   
   

Tax Code List

txcodlst.xlt

To Do List [Receivables]

tdlar.xlt

To Do List [Recurring Sales]

tdlrcsal.xlt

To Do List [Orders to be Shipped & Received]

tdlordrs.xlt

   
   

OfficeLink Templates - Sales Tab