Thursday, December 27, 2018

Using Account Filters on a Sales Report

To filter Sales by Item Report by Account, determine if the Account type is the Income type or not.

Use Sales Transactions>Account>Name  if user want to filter the report by Balance Sheet Accounts like Accounts Receivable, Bank Accounts, Undeposited Funds, and Other Asset Type of accounts.

Use Sales Transactions>Account Line>Name if user want to filter the report by Income/Expense Account and Deferred Revenue type of Accounts.

This article is true for reports under Reports>Sales.


Sales by Customer

Sales by Item

Sales by Sales Rep

Sales by Partner


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