Reviewing your sales activity

Sales Overview >Reviewing your sales activity

An important part of managing your business revolves around collecting your sales data and understanding its effects on your overall financial picture. MYOB AccountEdge contains a number of tools that you can use to review your sales activity so you can make better decisions about your business.

Note: You can still use the Find Transactions window to find invoices

 You may want to use the Find Transactions window if you're searching for a specific invoice. There are more detailed search methods available to you in the Find Transactions window than in the Sales Register. See Finding sales for more information.

Please note that quotes and orders without payments applied to them don't appear in the Find Transactions window because they don't affect your financial numbers. They can be found using the Sales Register or the Select From List that appears in the Sales window when you enter a customer's name.
  • The To Do List window provides a quick way to review your transactions in AccountEdge, including outstanding receivables, recurring sales and bills with expiring discounts. If you choose, you can automatically record transactions using the To Do List.

  • The Find Transactions window allows you to gain a detailed history of the activity related to a particular sale. In this window, you can view the sale itself, as well as any payments and other adjustments made to the transaction.

  • The Analyze Receivables window provides you with the tools to evaluate how much and how old your customers' outstanding sales balances are. You can also use the Analyze Sales window to understand the "big picture" of your sales activity. This window will help you spot business trends and anticipate your company's future needs.

  • The Transaction Journal window lists all your sales, as well as other transactions you've entered into AccountEdge.

  • The Reports option opens the Index to Reports window. You can use this window to print virtually all of the reports available with AccountEdge; you also can display these reports on your computer screen if you like.

Click below for the step-by-step procedure:

To view sales in the Sales Register

To display a list of all sales on your screen using the Transaction Journal

To display a list of open sales on your computer screen using the To Do List

To display a list of recurring sales on your computer using the To Do List

To display a list of orders on your screen using the To Do List

To print a list of all your sales

To print a list of your sales by status

To print a list of all your recurring sales templates

To view a sale's history

To change a sales transaction from the Find Transactions window

To view the amounts you're owed

To analyze your sales activity

Sales Overview - Reviewing your sale information