Sales Ledger Listing

Sales Ledger Listing

1. You can generate a report from the sales ledger, to show you all the entries in the ledger based upon criteria you provide.
   
2. A report can be run to show things like transactions which use a specific nominal or all transactions from a certain time period.
   
3. From the front screen of Durell, click on “Accounts”, then “Reports”. Click on the “Listings” button and then select “Sales Ledger”
   

1. A new window will appear with the report settings. Firstly, give your report a title, relevant to the report you are generating. (For this guide, we will run a report to show ledger entries using the Premium nominal)

1. Now input the criteria you wish your report to work on. To report on all nominal, leave “All nominals” ticked. If you wish to report on a specific nominal, tick “Selected nominal” and then from the list below, select the nominal(s) you wish to include

1. You can also control things like the date range, whether you wish to include reconciled/unreconciled/part reconciled items and more

1. Once you have input the report criteria you require, click “OK” to run the report. To export the report to Excel, tick the box which says “Send to Excel”