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.

• The Sales Register allows you to view an overall picture of your sales activity. Using just one window, you can quickly and efficiently look at open and closed invoices, quotes, orders, returns and credits and recurring templates. You can even view a list of all sales, if you choose.
  
  You can perform several AccountEdge functions using the Sales Register, such as deleting a sale or changing the status of a sale. If one of your customers gives you a deposit, you can easily access the Receive Payments window. You can also display the Settle Returns & Credits window if you want to apply a customer credit to a sale or offer a refund.

• 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.

Note:  Quotes and orders without applied payments don't appear in the Find Transactions window

• 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.

Note:  Out of balance information -- Accounts Receivable

• 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.

Step by step

• To view sales (Sales Register)
• To display a list of all sales (Transaction Journal)
• To display a list of open sales (To Do List)
• To find a recurring template
• To list orders and convert sales orders to invoices (To Do List)
• To find a quote or order
• 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 transaction
• To view the amounts you're owed
• To analyze your sales activity