|
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 Expense |
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 |
Sales Tax Exceptions (Checkbook) |
tcect.xlt |
Sales Tax Exceptions (Sales/Purchases) |
tceit.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