To get a complete listing of all sales transactions and customer payments by date, the "Receivables Ledger Control" report can be used. To access this report click on the "Receivables Ledger" section on the left hand side of DataShare and select the "Receivables Ledger Control" report.
To get a complete listing of sales and payments for a specific date, select your time frame from the date box.
After you have selected your time frame, select the month for which you would like to see sales and payments. NOTE: if you would like to look at sales and payments for the entire year, you can select the totals at the bottom of the column.
Once your month or total is selected, you will have the ability to choose to either look at sales for the period by selecting "Invoices" at the top of the screen or you can look at all collections by selecting "cash". This list of transactions can be exported into Excel by clicking on the "Download" button.
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