Z-report

1. Go to Reports in the top menu (tab menu).

2. Select Report selector.

3. In the search field on the left that appears, type Z-report.

   

4. To the right of the search field, rows will appear that can be filled in. You select which company.

5. Filter on the date you want to see the z-report for.

6. The z-report will appear in a row below.

7. Click Open report in the bottom right corner.

   

8. The report shows sales groups, accounting groups and chart of accounts.

   

9. You can save the report as a PDF (saved to the desktop) and print it if necessary.

Get monthly report

1. Follow the same steps as above for z-report.

2. Instead of filtering on a day, choose to filter on a month.

   

3. You will then get a summary for the entire month.