Sales > Reviewing your sales information
 New Features
Email enhancements Split jobs on bank statement import Notes added to Transactions Paid today enhancements Visible outstanding credits in sales
Introduction
Learn about your AccountEdge software
Manuals Online help Other resources
Where to start Explore your AccountEdge software
Command centers Action menu Calendar (date entry) Calculator Zoom arrows Search icons Select columns Mouse shortcuts Shortcut keys Default screen font Spell-check
Setting up your company file
Overview Create a company file Easy setup assistant Set up preferences Set a password for the company file Set up accounts Enter account opening balances
Advanced setup
Overview Set up sales Do an initial bank reconciliation
Task 1: Identify uncleared withdrawals and deposits Task 2: Record uncleared withdrawals and deposits Task 3: Reconcile
Set up Credit Card Processing
Activating Credit Card Processing
Web Pay Setup Web Store Setup Manage AccountEdge Connect Manage AccountEdge Mobile Manage Rerun
Banking
Receiving money Bank deposits Spending money Entering transactions in the Bank Register window Transferring money between accounts Tracking petty cash expenses Recording miscellaneous transactions Credit card transactions Credit card payments using Merchant Account Service
Processing credit card payments using Merchant Account Service Declined authorization Timed-out authorization Voiding Merchant Account Service credit card payments
Reconciling your bank accounts
Undoing an account reconciliation
Importing statements Analyzing your cash flow [Windows only]
Sales
Creating a Lead Card Creating a customer card Entering sales
Task 1: Enter information about the customer Task 2: Choose the type of sale Task 3: Enter the items or services you are selling Task 4: Enter additional information about the sale Task 5: Complete the sale Adding and deleting transaction lines, subtotals, and headers in sales transactions
Changing the status of a sale Reviewing your sales information Receiving payments Printing payment receipts Printing and emailing payment receipts Credit control
Credit limits Credit holds
Customer credits
Settling credits
Accounting for bad debts Process Web Orders
Items
Creating items Customizing Items
Creating custom lists Custom lists and item reports Creating brands list Brands list and sales reports Weight Creating custom fields Creating tags list Tag list and item reports
Lists
Adding a record
Adding records using Easy-Add
Setting up tax codes Finding a record Changing a record Inactivating or reactivating a record Deleting a record Combining records
Combining cards Combining accounts Combining items
Tracking Mileage
Company vehicles list Mileage Rates Mileage Slips
Email Templates
Transactions
Finding a transaction Changing or deleting a transaction
Changing a transaction Deleting a transaction
Reversing a transaction Recurring transactions
Setting up recurring transactions Recording recurring transactions Reminders
Create copy of a transaction Publishing to iCal
Publishing an invoice to iCal Publishing a recurring transaction to iCal Publishing a reminder log to iCal
Reports
Producing reports Customizing reports
Task 1: Select the data to be printed Task 2: Select the required fields Task 3: Select finishing options Task 4: Change the report format Task 5: Print the report Task 6: Save the report Changing the default fonts on reports Frequently used reports Overview of report details
Forms
Finding forms Sending forms
Sending forms when you record a transaction Sending forms in a batch Advanced filters
Customizing forms
Task 1: Display the form Task 2: Set up form properties Task 3: Add and edit elements Task 4: Preview the customized form Task 5: Save the customized form Task 6: Print the customized form Changing the default fonts on forms
Adding and editing elements
Adding and editing data and label elements Adding and editing graphic elements Editing all elements with common commands
Contact management
Creating a card Keeping in touch with your contacts
Personalized letters Mailing labels Reminder log Other ways to keep in touch
Grouping your contacts
Custom lists
Customizing cards
Card identification codes Card pictures Lead Source and Status
Reviewing your contact information
Financial control
Tracking financial information
Accounts Jobs Task 1: Set up a job Task 2: Assign expenses to the job Task 3: Bill the customer
Budgets
Entering budget amounts Budget Shortcuts window
Auditing your records Reviewing financial information
End-of-period procedures
Month-end procedures
Task 1: Run the Company Data Auditor Task 2: Reconcile your bank accounts Task 3: Review reports Task 4: Send customer statements Task 5: Record depreciation Task 6: Lock periods
Starting a new fiscal year
Task 1: Complete month-end tasks Task 2: Provide information to your accountant Task 3: Enter end-of-year adjustments Task 4: Back up your company file Task 5: Start a new fiscal year Task 6: Optimize and verify your company file
Managing user accounts and company files
Managing Master Password Backing up and restoring company files Servicing your company file
Checking your company file for errors Optimizing your company file Purging information that is no longer needed Troubleshooting file-locking problems Changing company file date
Troubleshooting your company file
Alert messages—company file Alert messages—transactions
Importing and exporting data
Exporting data Importing data
Importing Quicken (QIF) files
Managing import and export records
Using OfficeLink Viewing reports in Microsoft Excel (OfficeLink) Modifying OfficeLink templates for Microsoft Excel Creating personalized letters (OfficeLink) OfficeLink templates for personalized letters Viewing reports in Microsoft Excel Creating personalized letters using OfficeLink OfficeLink templates for personalized letters OfficeLink notes and warnings
AppleScripts
Glossary Index
Reviewing your sales information
There are several tools that you can use to review your sales information.
Tool
Description
See
To Do List
The To Do List displays all open sales, recurring sales, and orders sorted by overdue dates.
below
Analyze Receivables
The Analyze Receivables window displays aging information for all open invoices.
 
Analyze Sales
The Analyze Sales window provides a graphical snapshot of your sales activities.
 
Sales reports
Sales reports help you keep track of your sales activities.
 
Sales history
History lets you view seven years of sales history for an item, customer or employee.
 
Sales Register
The Sales Register window gives you a complete picture of your sales activity—open and closed invoices, orders, quotes, returns, credits, and so on.
 
Find Transactions
Find Transactions helps you find individual sales transactions quickly.
‘To find a transaction using the Find Transactions window’Finding a transaction
Transaction Journal
The Transaction Journal lists journal entries of your sales and other transactions.
Finding a transaction
To view a list of all unpaid sales sorted by days overdue
To analyze your receivables
To analyze your sales activities
To view sales reports
To view sales history
Related topics
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Entering sales
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Reviewing financial information
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Reports

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