Striven HELP
End of Month Reports
Following are a suggested list of reports which should be run at the end of each month
Debtor End of Month Reports | |
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Review your outstanding balances owing to you by your debtors and use this report to contact customers who are overdue | |
Allocate transactions before the statements have been run | |
Run this report to charge interest or service fee (run this before your statements) | |
Print / Email Debtor Statements |
Sales End of Month Reports | |
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The Company Position dashboard can be run on a Daily, Monthly or Yearly basis to review your sales | |
Run the Day Book for the month to review a full breakdown of sales. | |
Review Sales Summary Reports | |
This is a handy report to review why particular customers are purchasing from certain areas in your store, but not others. |
Purchases End of Month Reports | |
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Review the value of Stock you had purchased in the past month and also check the GST |
Stock End of Month Reports | |
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Review the value of your stock for the end of a period | |
View what products have a negative onhand value to ensure your barcodes are correct | |
The Dead stock report should be run to help you identify what items are not selling and maybe discount these items to replace with items that will sell |
Creditor End of Month Reports | |
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Review the outstanding amounts you owe to your creditors | |
This report should equal $0.00 at the end of each month meaning that all receivals have been Invoiced | |
This report will show you all open Purchase Orders with the option to show full product details | |
| Use this report to review any open Purchase Orders. This report give the ability to close any purchase orders old than a particular date |
End of Financial Year
There are no extra steps needed for the end of financial year in Striven.
We would suggest you run the following reports at the end of financial year:
Stock Valuation Report
Sales Summary Report
Purchase Summary Report