integrity:report_discrepancies
Differences
This shows you the differences between two versions of the page.
Next revision | Previous revisionNext revisionBoth sides next revision | ||
integrity:report_discrepancies [2020/03/10 16:13 (4 years ago)] – created kevin | integrity:report_discrepancies [2020/03/27 15:53 (4 years ago)] – kevin | ||
---|---|---|---|
Line 3: | Line 3: | ||
==== Check Invoice Types in Report==== | ==== Check Invoice Types in Report==== | ||
- | Financial reports will include completed invoices types. | + | Financial reports will include completed invoices types. |
- | * Best Practice: | + | * " |
+ | * " | ||
+ | * " | ||
+ | * " | ||
+ | * " | ||
+ | * " | ||
+ | * " | ||
+ | * " | ||
+ | * " | ||
+ | * " | ||
+ | * " | ||
+ | * " | ||
+ | * " | ||
+ | Many sales report has an option to include incomplete types such as " | ||
+ | * Best Practice: Review what types of invoice types you are including | ||
+ | * Example: | ||
+ | ==== Check Date Ranges ==== | ||
+ | If you are running a financial report it will be run for an entire book month. | ||
+ | * Best Practice: | ||
+ | * Example: | ||
==== Changing an Inventory Category ==== | ==== Changing an Inventory Category ==== | ||
- | With supervisor privileges, a user with rights can change the category that an inventory item resides in. This will change where sales history will land in inventory reports but NOT change income and cost of goods ledgers where past invoices have been posted to. Looking back on reports that look at these areas will have different results after such a change. | + | With supervisor privileges, a user with rights can change the category that an inventory item resides in. This will change where sales history will land in inventory reports but NOT change |
* Best Practice: | * Best Practice: | ||
integrity/report_discrepancies.txt · Last modified: 2024/02/05 09:40 (7 weeks ago) by kevin