View a list of all types of reports: AccountEdge reports and their corresponding Excel templates
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 Ledger |
custldgr.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 |
Recurring Transactions List |
rtlsale.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 |
saltxs.xlt |
Sales Tax Summary (Cash) |
saltxsc.xlt |
Sales Tax |
saltxd.xlt |
Sales Tax Detail (Cash) |
saltxdc.xlt |
Salesperson Analyze Sales |
zsalsp.xlt |
Salesperson Analyze Sales [FY Comparison] |
zsalsply.xlt |
Salesperson Analyze Sales [Spreadsheet] |
zsalsps.xlt |
Tax Amount Variance |
tamvar.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 |