{"id":2937,"date":"2018-04-11T11:58:03","date_gmt":"2018-04-11T10:58:03","guid":{"rendered":"http:\/\/vger.datos.co.uk\/ClientKnowledgebase\/?p=2937"},"modified":"2026-08-05T14:49:55","modified_gmt":"2026-08-05T14:49:55","slug":"how-to-print-off-a-sales-journal-report","status":"publish","type":"post","link":"https:\/\/vger.datos.co.uk\/Clientknowledgebase\/?p=2937","title":{"rendered":"How to Print a Sales Journal Report"},"content":{"rendered":"\n

Season 25 and older<\/h2>\n\n\n\n
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  1. Go to Sales Ledger<\/strong> > Sales Journal<\/strong><\/li>\n\n\n\n
  2. At the top of the report menu you will be able to choose how to output your report, either by PDF preview<\/strong> ,printer <\/strong>or to a spreadsheet<\/strong> .<\/li>\n<\/ol>\n\n\n
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    \"\"<\/figure>\n<\/div>\n\n\n
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    1. For this option you can choose to use a query for your report. To use a query tick the check box and search for the query you would like to use.<\/li>\n\n\n\n
    2. The report type option allows you to choose whether you want a sales journal<\/strong> or sales allocation<\/strong><\/li>\n\n\n\n
    3. For the date range you can choose whether to select between two dates or a period such as a month within the year.<\/li>\n\n\n\n
    4. For the summary<\/strong> or detail<\/strong> tab you can chose to have the report summarised or to be detailed.<\/li>\n<\/ol>\n\n\n
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      \"\"<\/figure>\n<\/div>\n\n\n
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      1. In the advanced<\/strong> options you can choose the display type for invoices\/credits, only invoices or only credits.<\/li>\n\n\n\n
      2. In the options tab<\/strong> you can choose more preferences such as the ability to filter customer credit status or show order analysis on report.<\/li>\n\n\n\n
      3. Click the print<\/strong> button at the bottom right hand corner of the window and your report will be printed.<\/li>\n<\/ol>\n\n\n\n

        Advanced Options<\/strong><\/h2>\n\n\n
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        \"\"<\/figure>\n<\/div>\n\n
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        \"\"<\/figure>\n<\/div>\n\n\n

        Display Type – <\/strong>

        Invoices\/Credits – <\/strong>The report will show details of invoices and credits
        Only Invoices –<\/strong> The report will only show details of invoices
        Only Credits –<\/strong> The report will only show credits

        Filter Credit Reason\/Filter Order Analysis –<\/strong> Only available when Only Invoices or Only Credits has been selected. This option allows you to select one of your order or credit reasons and the report will only show the invoices or credits that have been given the selected reason.

        Options –<\/strong>

        Show Analysis Codes on Report –<\/strong> This adds a breakdown showing which analysis codes have been used for orders or credits to the end of the report and how many of each code has been used
        Print Nominal Adjustments Only – <\/strong>Only available when Show Analysis codes has not been selected. With this selected, you will only see details of any debtor journal adjustments that have been made for the selected period.
        Show Foreign Values – <\/strong>Only available if neither of the previous two options have been selected. When selected. a currency selection will appear for you to select the currency you want to see details for. This will filter the report down to only show the details of the selected currency and you will see the foreign value along with your base currency value.
        Filter Customer Credit Status –<\/strong> When selected, a credit status selection will appear for you to select the credit status you want to see details for. This will filter the report down to only showing details for invoices\/credits for customers with the selected credit status.
        <\/p>\n\n\n\n

        Season 26<\/h2>\n\n\n\n

        In Season 26, the sales journal report was updated and now displays via an on screen grid rather than a digital screen printed page. <\/p>\n\n\n\n

        \"\"<\/figure>\n\n\n\n

        All options available on the older version of the report are still available within the new grid report. Report Type gives you the option to switch between Sales Journal and Sales Allocation reports. Report By gives you the option to switch between running the report By Period, By Invoice Date or Posted Date. Along the top of the window, you also have the options to show all, just invoices or just credits. When you select the option for invoices or credits, a new box will appear for you to filter on the order analysis code\/credit reason code. Filtering by credit status can also be done from the option at the top of the window. <\/p>\n\n\n\n

        Invoice Report –<\/strong> Can be used when an invoice line has been selected on the grid, will print details of the invoice. Customer, date, delivery route, products etc.
        Reprint Invoice –<\/strong> Can be used when an invoice line has been selected on the grid, will print the invoice for the selected line.
        Print Report or Export –<\/strong> There is no predefined export for this report (press CTRL + E on your keyboard to export the details as seen on the grid). When printing the report, you have options to, Preview (screen) or Printer (print) the report. There is also a check box to Show Journals and VAT Analysis Only. This option will just show you the breakdown of nominal codes and values that the invoices have counted toward. <\/p>\n\n\n

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        \"\"<\/figure>\n<\/div>","protected":false},"excerpt":{"rendered":"

        Season 25 and older Advanced Options Display Type – Invoices\/Credits – The report will show details of invoices and creditsOnly Invoices – The report will only show details of invoicesOnly Credits – The report will only show credits Filter Credit Reason\/Filter Order Analysis – Only available when Only Invoices or Only Credits has been selected. […]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[5,20],"tags":[],"class_list":["post-2937","post","type-post","status-publish","format-standard","hentry","category-howtoguides","category-howtooffice"],"_links":{"self":[{"href":"https:\/\/vger.datos.co.uk\/Clientknowledgebase\/index.php?rest_route=\/wp\/v2\/posts\/2937","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/vger.datos.co.uk\/Clientknowledgebase\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/vger.datos.co.uk\/Clientknowledgebase\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/vger.datos.co.uk\/Clientknowledgebase\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/vger.datos.co.uk\/Clientknowledgebase\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=2937"}],"version-history":[{"count":3,"href":"https:\/\/vger.datos.co.uk\/Clientknowledgebase\/index.php?rest_route=\/wp\/v2\/posts\/2937\/revisions"}],"predecessor-version":[{"id":49864,"href":"https:\/\/vger.datos.co.uk\/Clientknowledgebase\/index.php?rest_route=\/wp\/v2\/posts\/2937\/revisions\/49864"}],"wp:attachment":[{"href":"https:\/\/vger.datos.co.uk\/Clientknowledgebase\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=2937"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/vger.datos.co.uk\/Clientknowledgebase\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=2937"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/vger.datos.co.uk\/Clientknowledgebase\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=2937"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}