Reviewing your sales activity

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Reviewing your sales activity

An important part of managing your business revolves around collecting your sales data and understanding its effects on your overall financial picture. MYOB FirstEdge contains a number of tools that you can use to review your sales activity so you can make better decisions about your business.

The Sales Register window allows you to view an overall picture of your sales activity. Using just one window, you can quickly and efficiently look at open and closed invoices, quotes and returns and credits. You can even view a list of all sales, if you choose.

You can perform several FirstEdge functions using the Sales Register, such as deleting a sale or changing the status of a sale. If one of your customers gives you a deposit, you can easily access the Receive Payments window. You can also display the Settle Returns & Credits window if you want to apply a customer credit to a sale or offer a refund.

The To Do List window provides a quick way to review your transactions in FirstEdge, including outstanding receivables and recurring sales. If you choose, you can automatically record transactions using the To Do List.

The Find Transactions window allows you to gain a detailed history of the activity related to a particular sale. In this window, you can view the sale itself, as well as any payments and other adjustments made to the transaction.

Quotes don't appear in the Find Transactions window

The Analyze Receivables window provides you with the tools to evaluate how much and how old your customers' outstanding sales balances are.

Out of balance information -- Accounts Receivable

The Transaction Journal window lists all your sales, as well as other transactions you've entered into FirstEdge.

The Recurring Transactions List window is a central area for managing all recurring transactions including recurring sales. From this window, you can open other windows to edit the details of the recurring sale or the name or frequency of the recurring sale.

The Reports option opens the Index to Reports window. You can use this window to print virtually all of the reports available with FirstEdge; you also can display these reports on your computer screen if you like.

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