Use the new Trial Balance>Sales Summary screen to track your sales revenue for each category. At a glance, you can review your sales summary:
For a specific period ending
From the beginning of the period ending to the period ending year-to-date
Weekly from the period ending if you have a 13-period setup, or period (4-4-5), (4-5-4), or (5-4-4) setup
Weekly from the period ending to the period ending year-to-date if you have a 13-period setup, or period (4-4-5), (4-5-4), or (5-4-4) setup
To review your sales summary, use the Period Ending, Year To Date, and Show Per Week fields to select the information you want to display. Then, click View. To see totals for:
One period, select that period ending from the Period Ending drop-down list
Monthly totals for the year of a particular period ending, select the period ending and click Year to Date
Weekly totals for the year of a particular period ending, select the period ending and click Show Per Week
Weekly totals for the
year of a particular period ending to the period ending year-to-date,
select the period ending form the Period
Ending drop-down list, click
Year to Date,
and Show Per Week.
Note: Weekly totals are only
available if the
current client has period setup as 13-period setup, or period (4-4-5),
(4-5-4), or (5-4-4) setup.
For more information on trial balance, see Review Trial Balance.