Sales Tab

Reports and forms > OfficeLink > Modifying OfficeLink templates for Microsoft Excel >>

Report

Template File Name

Activity Analyze Sales

zsalac.xlt

Activity Analyze Sales [FY Comparison]

zsalacly.xlt

Activity Analyze Sales [Spreadsheet]

zsalits.xlt

Activity Sales Summary

salacts.xlt

Activity Sales Detail

salactd.xlt

Aging Receivables Summary

agedars.xlt

Aging Receivables Detail

agedard.xlt

Customer Analyze Sales

zsalc.xlt

Customer Analyze Sales [FY Comparison]

zsalcly.xlt

Customer Analyze Sales [Spreadsheet]

zsalcs.xlt

Customer Sales Summary

salcusts.xlt

Customer Sales Detail

salcustd.xlt

Customer Sales History [OfficeLink]

salhiscu.xlt

Customer Payments [Closed Invoices]

custpyh.xlt

Customer Payments [Salesperson]

custpysp.xlt

Customer Reimbursable Expenses

custrexp.xlt

Invoice Transactions

invinq.xlt

Item Analyze Sales

zsalit.xlt

Item Analyze Sales [FY Comparison]

zsalitly.xlt

Item Analyze Sales [Spreadsheet]

zsalits.xlt

Item Sales Summary

salitms.xlt

Item Sales Detail

salitmd.xlt

Receivables Reconciliation Summary

arrecsum.xlt

Receivables Reconciliation Detail

arrecdtl.xlt

Recurring Sales Templates

recsale.xlt

Referral Source

inqsrc.xlt

Sales & Receivables Journal

salejrnl.xlt

Salesperson Sales History [OfficeLink]

salhissp.xlt

Salesperson Sales Summary

salsps.xlt

Salesperson Sales Detail

salspd.xlt

Sales Register All Sales

srall.xlt

Sales Register Closed Invoices

srclol.xlt

Sales Register Open Invoices and Orders

srinvor.xlt

Sales Register Quotes

srquo.xlt

Sales Register Returns and Credits

srcred.xlt

Sales Tax Summary
Sales Tax Summary (Cash)
Sales Tax
Sales Tax Detail (Cash)
Sales Tax Variance

saltxs.xlt
saltxsc.xlt
saltxd.xlt
saltxdc.xlt
tamvar.xlt

Salesperson Analyze Sales

zsalsp.xlt

Salesperson Analyze Sales [FY Comparison]

zsalsply.xlt

Salesperson Analyze Sales [Spreadsheet]

zsalsps.xlt

Tax Code List

txcodlst.xlt

To Do List [Receivables]

tdlar.xlt

To Do List [Recurring Sales]

tdlrcsal.xlt

To Do List [Orders to be Shipped & Received]

tdlordrs.xlt